Jones Financial Companies
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Jones Financial Companies’s Valley National Bancorp VLY Stock Holding History

Jones Financial Companies’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 		$126K Buy
8,580
+1,450
+20% +$19.7K ﹤0.01% 2761
2026
Q1 		$85.2K Buy
7,130
+5,537
+348% +$68.9K ﹤0.01% 2732
2025
Q4 		$18.6K Buy
1,593
+1,472
+1,217% +$16.3K ﹤0.01% 2960
2025
Q3 		$1.29K Hold
121
– – ﹤0.01% 3835
2025
Q2 		$1.08K Buy
121
+25
+26% +$217 ﹤0.01% 3641
2025
Q1 		$843 Buy
+96
New +$908 ﹤0.01% 3434

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

Jones Financial Companies's VLY Position: Q2 2026 in Review

Jones Financial Companies increased its Valley National Bancorp (VLY) stake by 20% in Q2 2026, buying an estimated $19.7K and bringing the position to 8,580 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #2761.

Jones Financial Companies first reported a position in VLY in Q1 2025 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Jones Financial Companies held 8,580 shares of Valley National Bancorp worth $126K as of Q2 2026.
  • Jones Financial Companies bought 1,450 Valley National Bancorp shares in Q2 2026, an estimated $19.7K.
  • Valley National Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2761 holding.
  • Jones Financial Companies first reported a position in Valley National Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.