Mackenzie Financial
VLY icon

Mackenzie Financial’s Valley National Bancorp VLY Stock Holding History

Mackenzie Financial’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 		$40.3M Buy
2,751,219
+1,972,422
+253% +$26.8M 0.04% 304
2026
Q1 		$9.56M Sell
778,797
-672,246
-46% -$8.37M 0.01% 531
2025
Q4 		$17.1M Buy
1,451,043
+1,271,541
+708% +$14.1M 0.02% 416
2025
Q3 		$1.9M Sell
179,502
-915,892
-84% -$9.15M ﹤0.01% 851
2025
Q2 		$9.78M Buy
1,095,394
+334,872
+44% +$2.91M 0.01% 483
2025
Q1 		$6.76M Buy
760,522
+733,829
+2,749% +$6.94M 0.01% 523
2024
Q4 		$242K Hold
26,693
– – ﹤0.01% 1474
2024
Q3 		$242K Hold
26,693
– – ﹤0.01% 1284
2024
Q2 		$186K Hold
26,693
– – ﹤0.01% 1353
2024
Q1 		$212K Hold
26,693
– – ﹤0.01% 1320
2023
Q4 		$290K Hold
26,693
– – ﹤0.01% 1164
2023
Q3 		$211K Hold
26,693
– – ﹤0.01% 1259
2023
Q2 		$213K Buy
26,693
+13,268
+99% +$106K ﹤0.01% 1318
2023
Q1 		$124K Sell
13,425
-13,268
-50% -$147K ﹤0.01% 1393
2022
Q4 		$302K Sell
26,693
-1,408
-5% -$16.6K ﹤0.01% 1089
2022
Q3 		$303K Sell
28,101
-1,270
-4% -$14.6K ﹤0.01% 1084
2022
Q2 		$306K Buy
29,371
+6,835
+30% +$81.2K ﹤0.01% 1086
2022
Q1 		$293K Buy
22,536
+2,220
+11% +$30.9K ﹤0.01% 1126
2021
Q4 		$279K Sell
20,316
-3,544
-15% -$49.2K ﹤0.01% 1171
2021
Q3 		$318K Buy
23,860
+9,864
+70% +$127K ﹤0.01% 1112
2021
Q2 		$188K Buy
+13,996
New +$195K ﹤0.01% 1180

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

Mackenzie Financial's VLY Position: Q2 2026 in Review

Mackenzie Financial increased its Valley National Bancorp (VLY) stake by 253% in Q2 2026, buying an estimated $26.8M and bringing the position to 2,751,219 shares worth $40.3M. The position accounts for 0.04% of the portfolio, ranked #304.

Mackenzie Financial first reported a position in VLY in Q2 2021 and has held it in 21 quarters since. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Mackenzie Financial held 2,751,219 shares of Valley National Bancorp worth $40.3M as of Q2 2026.
  • Mackenzie Financial bought 1,972,422 Valley National Bancorp shares in Q2 2026, an estimated $26.8M.
  • Valley National Bancorp made up 0.04% of Mackenzie Financial's portfolio in Q2 2026, its #304 holding.
  • Mackenzie Financial first reported a position in Valley National Bancorp in Q2 2021 and has held it in 21 quarters since.
  • 472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.