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LRI Investments’s Valley National Bancorp VLY Stock Holding History

LRI Investments’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 		$5.9K Sell
403
-312
-44% -$4.24K ﹤0.01% 1114
2026
Q1 		$8.78K Sell
715
-247
-26% -$3.08K ﹤0.01% 920
2025
Q4 		$11.2K Sell
962
-147
-13% -$1.63K ﹤0.01% 837
2025
Q3 		$11.8K Hold
1,109
– – ﹤0.01% 835
2025
Q2 		$9.9K Hold
1,109
– – ﹤0.01% 845
2025
Q1 		$9.86K Hold
1,109
– – ﹤0.01% 796
2024
Q4 		$10K Hold
1,109
– – ﹤0.01% 788
2024
Q3 		$11.2K Sell
1,109
-1,161
-51% -$9.43K ﹤0.01% 765
2024
Q2 		$15.8K Buy
+2,270
New +$16.6K ﹤0.01% 652

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

LRI Investments's VLY Position: Q2 2026 in Review

LRI Investments reduced its Valley National Bancorp (VLY) stake by 44% in Q2 2026, selling an estimated $4.24K and leaving 403 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

LRI Investments first reported a position in VLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.8K in Q2 2024. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • LRI Investments held 403 shares of Valley National Bancorp worth $5.9K as of Q2 2026.
  • LRI Investments sold 312 Valley National Bancorp shares in Q2 2026, an estimated $4.24K.
  • Valley National Bancorp made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1114 holding.
  • LRI Investments first reported a position in Valley National Bancorp in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Valley National Bancorp position peaked at $15.8K in Q2 2024.
  • 474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.