KIM
VLY icon

Kestra Investment Management’s Valley National Bancorp VLY Stock Holding History

Kestra Investment 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 		– Sell
-10,556
Closed -$123K – 511
2025
Q4 		$123K Sell
10,556
-12,310
-54% -$137K ﹤0.01% 428
2025
Q3 		$242K Sell
22,866
-27,681
-55% -$277K 0.01% 388
2025
Q2 		$451K Sell
50,547
-21,706
-30% -$188K 0.01% 296
2025
Q1 		$642K Sell
72,253
-7,199
-9% -$68.1K 0.02% 237
2024
Q4 		$720K Buy
79,452
+22,636
+40% +$220K 0.03% 185
2024
Q3 		$515K Buy
+56,816
New +$461K 0.02% 209

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Kestra Investment Management's VLY Position: Q1 2026 in Review

Kestra Investment Management sold out of Valley National Bancorp (VLY) in Q1 2026, closing a stake of 10,556 shares — an estimated $123K sold.

Kestra Investment Management first reported a position in VLY in Q3 2024 and held it in 6 quarters. The position peaked at $720K in Q4 2024. 467 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Kestra Investment Management reported no remaining Valley National Bancorp position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 10,556 Valley National Bancorp shares in Q1 2026, an estimated $123K.
  • Kestra Investment Management first reported a position in Valley National Bancorp in Q3 2024 and held it in 6 quarters.
  • Kestra Investment Management's Valley National Bancorp position peaked at $720K in Q4 2024.
  • 467 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.