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Jefferies Financial Group’s Valley National Bancorp VLY Stock Holding History

Jefferies Financial Group’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
2024
Q4 		– Sell
-74,900
Closed -$679K – 1881
2024
Q3 		$679K Hold
74,900
– – ﹤0.01% 895
2024
Q2 		$523K Hold
74,900
– – 0.01% 961
2024
Q1 		$596K Sell
74,900
-12,500
-14% -$111K 0.01% 1004
2023
Q4 		$949K Buy
87,400
+74,900
+599% +$672K 0.01% 983
2023
Q3 		$107K Hold
12,500
– – ﹤0.01% 1447
2023
Q2 		$96.9K Buy
+12,500
New +$99.4K ﹤0.01% 1510

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Jefferies Financial Group's VLY Position: Q1 2026 in Review

Jefferies Financial Group sold out of Valley National Bancorp (VLY) in Q1 2026, closing a stake of 28,094 shares — an estimated $328K sold.

Jefferies Financial Group first reported a position in VLY in Q1 2024 and held it in 2 quarters. The position peaked at $328K in Q4 2025. 464 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Jefferies Financial Group reported no remaining Valley National Bancorp position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 28,094 Valley National Bancorp shares in Q1 2026, an estimated $328K.
  • Jefferies Financial Group first reported a position in Valley National Bancorp in Q1 2024 and held it in 2 quarters.
  • Jefferies Financial Group's Valley National Bancorp position peaked at $328K in Q4 2025.
  • 464 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.