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M&G plc’s Valley National Bancorp VLY Stock Holding History

M&G plc’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
-1,163,685
Closed -$14M – 421
2025
Q4 		$14M Buy
1,163,685
+100,258
+9% +$1.11M 0.07% 166
2025
Q3 		$11.7M Buy
1,063,427
+34,196
+3% +$342K 0.06% 189
2025
Q2 		$9.26M Buy
1,029,231
+191
+0% +$1.66K 0.05% 219
2025
Q1 		$9.26M Buy
+1,029,040
New +$9.73M 0.04% 219

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 $3.38T AUM 44.17% 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

M&G plc's VLY Position: Q1 2026 in Review

M&G plc sold out of Valley National Bancorp (VLY) in Q1 2026, closing a stake of 1,163,685 shares — an estimated $14M sold.

M&G plc first reported a position in VLY in Q1 2025 and held it in 4 quarters. The position peaked at $14M in Q4 2025. 468 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • M&G plc reported no remaining Valley National Bancorp position as of Q1 2026 after selling out during the quarter.
  • M&G plc sold 1,163,685 Valley National Bancorp shares in Q1 2026, an estimated $14M.
  • M&G plc first reported a position in Valley National Bancorp in Q1 2025 and held it in 4 quarters.
  • M&G plc's Valley National Bancorp position peaked at $14M in Q4 2025.
  • 468 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on M&G plc's 13F filing for Q1 2026, filed 13 May 2026.