James T. Borello
VLY icon

James T. Borello’s Valley National Bancorp VLY Stock Holding History

James T. Borello’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
Q3 		$4.58K Hold
363
– – ﹤0.01% 805
2026
Q2 		$5.32K Hold
363
– – ﹤0.01% 772
2026
Q1 		$4.46K Buy
+363
New +$4.52K ﹤0.01% 790

Other funds holding VLY

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Hourglass Capital
Hourglass Capital Houston, Texas $488M AUM 24.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

James T. Borello's VLY Position: Q3 2026 in Review

James T. Borello held its Valley National Bancorp (VLY) position steady in Q3 2026 at 363 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

James T. Borello first reported a position in VLY in Q1 2026 and has held it in 3 quarters since. The position peaked at $5.32K in Q2 2026. 126 funds tracked by Wall St. Rank hold VLY as of Q3 2026.

  • James T. Borello held 363 shares of Valley National Bancorp worth $4.58K as of Q3 2026.
  • James T. Borello left its Valley National Bancorp share count unchanged in Q3 2026.
  • Valley National Bancorp made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #805 holding.
  • James T. Borello first reported a position in Valley National Bancorp in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello's Valley National Bancorp position peaked at $5.32K in Q2 2026.
  • 126 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.