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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 $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 $3.38T AUM 44.17% 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

Jefferies Financial Group's VLY Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Valley National Bancorp (VLY) in Q2 2026: 102,200 shares worth $1.5M. The stake represents 0.01% of the portfolio and ranks #798 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in VLY as recently as Q4 2025.

Jefferies Financial Group first reported a position in VLY in Q1 2024 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Jefferies Financial Group held 102,200 shares of Valley National Bancorp worth $1.5M as of Q2 2026.
  • Valley National Bancorp was a new Jefferies Financial Group position in Q2 2026.
  • Valley National Bancorp made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #798 holding.
  • Jefferies Financial Group first reported a position in Valley National Bancorp in Q1 2024 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.