LFG
VLY icon

Larson Financial Group’s Valley National Bancorp VLY Stock Holding History

Larson Financial Group’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 		$12.2K Buy
835
+19
+2% +$258 ﹤0.01% 2286
2026
Q1 		$10K Buy
816
+16
+2% +$199 ﹤0.01% 2255
2025
Q4 		$9.34K Buy
800
+17
+2% +$189 ﹤0.01% 2151
2025
Q3 		$8.3K Buy
783
+618
+375% +$6.17K ﹤0.01% 2112
2025
Q2 		$1.47K Buy
+165
New +$1.43K ﹤0.01% 2520

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

Larson Financial Group's VLY Position: Q2 2026 in Review

Larson Financial Group increased its Valley National Bancorp (VLY) stake by 2.3% in Q2 2026, buying an estimated $258 and bringing the position to 835 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

Larson Financial Group first reported a position in VLY in Q2 2025 and has held it in 5 quarters since. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Larson Financial Group held 835 shares of Valley National Bancorp worth $12.2K as of Q2 2026.
  • Larson Financial Group bought 19 Valley National Bancorp shares in Q2 2026, an estimated $258.
  • Valley National Bancorp made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2286 holding.
  • Larson Financial Group first reported a position in Valley National Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

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