Key Financial Inc’s Valley National Bancorp VLY Stock Holding History

Key Financial Inc’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	$51.2K	Hold	3,494	–	–	0.01%	528
2026 Q1	$42.9K	Hold	3,494	–	–	0.01%	563
2025 Q4	$40.8K	Hold	3,494	–	–	0.01%	567
2025 Q3	$37K	Hold	3,494	–	–	0.01%	578
2025 Q2	$31.2K	Hold	3,494	–	–	0.01%	590
2025 Q1	$31.1K	Hold	3,494	–	–	0.01%	567
2024 Q4	$31.7K	Sell	3,494 -2,000	-36%	-$19.4K	0.01%	562
2024 Q3	$49.8K	Hold	5,494	–	–	0.01%	479
2024 Q2	$38.3K	Hold	5,494	–	–	0.01%	512
2024 Q1	$43.7K	Hold	5,494	–	–	0.01%	457
2023 Q4	$59.7K	Hold	5,494	–	–	0.02%	396
2023 Q3	$47K	Hold	5,494	–	–	0.02%	418
2023 Q2	$42.6K	Hold	5,494	–	–	0.01%	436
2023 Q1	$50.8K	Hold	5,494	–	–	0.02%	391
2022 Q4	$59.3K	Hold	5,494	–	–	0.03%	333
2022 Q3	$59K	Hold	5,494	–	–	0.03%	338
2022 Q2	$58K	Hold	5,494	–	–	0.03%	331
2022 Q1	$72K	Hold	5,494	–	–	0.04%	312
2021 Q4	$76K	Hold	5,494	–	–	0.04%	283
2021 Q3	$73K	Hold	5,494	–	–	0.04%	276
2021 Q2	$71K	Buy	+5,494	New	+$76.7K	0.04%	288

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Key Financial Inc's VLY Position: Q2 2026 in Review

Key Financial Inc held its Valley National Bancorp (VLY) position steady in Q2 2026 at 3,494 shares worth $51.2K. The position accounts for 0.01% of the portfolio, ranked #528.

Key Financial Inc first reported a position in VLY in Q2 2021 and has held it in 21 quarters since. The position peaked at $76K in Q4 2021. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Key Financial Inc held 3,494 shares of Valley National Bancorp worth $51.2K as of Q2 2026.
Key Financial Inc left its Valley National Bancorp share count unchanged in Q2 2026.
Valley National Bancorp made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #528 holding.
Key Financial Inc first reported a position in Valley National Bancorp in Q2 2021 and has held it in 21 quarters since.
Key Financial Inc's Valley National Bancorp position peaked at $76K in Q4 2021.
471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.