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J.W. Cole Advisors’s Valley National Bancorp VLY Stock Holding History

J.W. Cole Advisors’s Portfolio VLY Stock Details VLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.31M Buy
+362,212
New +$4.92M 0.09% 234
2026
Q1 		– Sell
-364,429
Closed -$4.2M – 1457
2025
Q4 		$4.2M Sell
364,429
-454
-0.1% -$5.04K 0.1% 202
2025
Q3 		$3.87M Buy
364,883
+53
+0% +$530 0.07% 262
2025
Q2 		$3.26M Buy
364,830
+2,830
+0.8% +$24.6K 0.07% 275
2025
Q1 		$3.22M Buy
+362,000
New +$3.42M 0.1% 209
2020
Q4 		– Sell
-882,417
Closed -$6.04M – 875
2020
Q3 		$6.04M Buy
+882,417
New +$6.55M 0.46% 40

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

J.W. Cole Advisors's VLY Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Valley National Bancorp (VLY) in Q2 2026: 362,212 shares worth $5.31M. The stake represents 0.09% of the portfolio and ranks #234 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in VLY as recently as Q4 2025.

J.W. Cole Advisors first reported a position in VLY in Q3 2020 and has held it in 6 quarters since. The position peaked at $6.04M in Q3 2020. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • J.W. Cole Advisors held 362,212 shares of Valley National Bancorp worth $5.31M as of Q2 2026.
  • Valley National Bancorp was a new J.W. Cole Advisors position in Q2 2026.
  • Valley National Bancorp made up 0.09% of J.W. Cole Advisors's portfolio in Q2 2026, its #234 holding.
  • J.W. Cole Advisors first reported a position in Valley National Bancorp in Q3 2020 and has held it in 6 quarters since.
  • J.W. Cole Advisors's Valley National Bancorp position peaked at $6.04M in Q3 2020.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.