Jackson Square Capital’s Valley National Bancorp VLY Stock Holding History

Jackson Square Capital’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	$786K	Buy	53,650 +37,477	+232%	+$509K	0.11%	85
2026 Q1	$199K	Hold	16,173	–	–	0.04%	129
2025 Q4	$189K	Sell	16,173 -36,789	-69%	-$408K	0.04%	152
2025 Q3	$561K	Buy	+52,962	New	+$529K	0.12%	98

Other funds holding VLY

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Jackson Square Capital's VLY Position: Q2 2026 in Review

Jackson Square Capital increased its Valley National Bancorp (VLY) stake by 232% in Q2 2026, buying an estimated $509K and bringing the position to 53,650 shares worth $786K. The position accounts for 0.11% of the portfolio, ranked #85.

Jackson Square Capital first reported a position in VLY in Q3 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Jackson Square Capital held 53,650 shares of Valley National Bancorp worth $786K as of Q2 2026.
Jackson Square Capital bought 37,477 Valley National Bancorp shares in Q2 2026, an estimated $509K.
Valley National Bancorp made up 0.11% of Jackson Square Capital's portfolio in Q2 2026, its #85 holding.
Jackson Square Capital first reported a position in Valley National Bancorp in Q3 2025 and has held it in 4 quarters since.
60 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Jackson Square Capital's 13F filing for Q2 2026, filed 21 Jul 2026.