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Jupiter Asset Management’s Valley National Bancorp VLY Stock Holding History

Jupiter Asset Management’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
Q1 		$84.6M Buy
6,885,523
+6,814,288
+9,566% +$84.8M 0.45% 68
2025
Q4 		$832K Sell
71,235
-943,491
-93% -$10.5M 0.01% 359
2025
Q3 		$10.8M Buy
+1,014,726
New +$10.1M 0.09% 216
2023
Q2 		– Sell
-1,854,410
Closed -$17.1M – 569
2023
Q1 		$17.1M Buy
1,854,410
+1,207,470
+187% +$13.4M 0.24% 137
2022
Q4 		$7.3M Buy
646,940
+280,637
+77% +$3.3M 0.11% 196
2022
Q3 		$3.96M Sell
366,303
-58,272
-14% -$672K 0.06% 265
2022
Q2 		$4.42M Buy
+424,575
New +$5.04M 0.06% 251

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

Jupiter Asset Management's VLY Position: Q1 2026 in Review

Jupiter Asset Management increased its Valley National Bancorp (VLY) stake by 9,566% in Q1 2026, buying an estimated $84.8M and bringing the position to 6,885,523 shares worth $84.6M. The position accounts for 0.45% of the portfolio, ranked #68.

Jupiter Asset Management first reported a position in VLY in Q2 2022 and has held it in 7 quarters since. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Jupiter Asset Management held 6,885,523 shares of Valley National Bancorp worth $84.6M as of Q1 2026.
  • Jupiter Asset Management bought 6,814,288 Valley National Bancorp shares in Q1 2026, an estimated $84.8M.
  • Valley National Bancorp made up 0.45% of Jupiter Asset Management's portfolio in Q1 2026, its #68 holding.
  • Jupiter Asset Management first reported a position in Valley National Bancorp in Q2 2022 and has held it in 7 quarters since.
  • 463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.