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Kestra Advisory Services’s Valley National Bancorp VLY Stock Holding History

Kestra Advisory Services’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 		$5.07M Buy
345,975
+327,091
+1,732% +$4.44M 0.02% 839
2026
Q1 		$232K Sell
18,884
-3,741
-17% -$46.6K ﹤0.01% 2835
2025
Q4 		$264K Buy
22,625
+122
+0.5% +$1.35K ﹤0.01% 2643
2025
Q3 		$239K Buy
22,503
+142
+0.6% +$1.42K ﹤0.01% 2615
2025
Q2 		$200K Buy
22,361
+3,940
+21% +$34.2K ﹤0.01% 2654
2025
Q1 		$164K Buy
18,421
+136
+0.7% +$1.29K ﹤0.01% 2521
2024
Q4 		$166K Buy
18,285
+136
+0.7% +$1.32K ﹤0.01% 2523
2024
Q3 		$164K Sell
18,149
-327,871
-95% -$2.66M ﹤0.01% 2408
2024
Q2 		$2.42M Buy
346,020
+328,177
+1,839% +$2.4M 0.01% 869
2024
Q1 		$142K Buy
17,843
+108
+0.6% +$962 ﹤0.01% 2335
2023
Q4 		$193K Buy
17,735
+138
+0.8% +$1.24K ﹤0.01% 2114
2023
Q3 		$151K Buy
17,597
+105
+0.6% +$953 ﹤0.01% 1972
2023
Q2 		$136K Buy
17,492
+3,862
+28% +$30.7K ﹤0.01% 1970
2023
Q1 		$126K Sell
13,630
-6,643
-33% -$73.5K ﹤0.01% 1926
2022
Q4 		$229K Buy
20,273
+2,910
+17% +$34.3K ﹤0.01% 1936
2022
Q3 		$188K Buy
17,363
+41
+0.2% +$473 ﹤0.01% 1893
2022
Q2 		$180K Sell
17,322
-8
-0% -$95 ﹤0.01% 1912
2022
Q1 		$226K Buy
17,330
+201
+1% +$2.8K ﹤0.01% 1771
2021
Q4 		$236K Sell
17,129
-328,047
-95% -$4.55M ﹤0.01% 1774
2021
Q3 		$4.59M Buy
345,176
+328,143
+1,927% +$4.24M 0.05% 415
2021
Q2 		$229K Buy
17,033
+5,107
+43% +$71.3K ﹤0.01% 1765
2021
Q1 		$164K Sell
11,926
-321,330
-96% -$3.87M ﹤0.01% 1769
2020
Q4 		$3.23M Buy
+333,256
New +$2.9M 0.04% 445

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

Kestra Advisory Services's VLY Position: Q2 2026 in Review

Kestra Advisory Services increased its Valley National Bancorp (VLY) stake by 1,732% in Q2 2026, buying an estimated $4.44M and bringing the position to 345,975 shares worth $5.07M. The position accounts for 0.02% of the portfolio, ranked #839.

Kestra Advisory Services first reported a position in VLY in Q4 2020 and has held it in 23 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Kestra Advisory Services held 345,975 shares of Valley National Bancorp worth $5.07M as of Q2 2026.
  • Kestra Advisory Services bought 327,091 Valley National Bancorp shares in Q2 2026, an estimated $4.44M.
  • Valley National Bancorp made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #839 holding.
  • Kestra Advisory Services first reported a position in Valley National Bancorp in Q4 2020 and has held it in 23 quarters since.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.