Marshall Wace’s Valley National Bancorp VLY Stock Holding History

Marshall Wace’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	$60M	Sell	4,097,989 -436,238	-10%	-$5.93M	0.05%	313
2026 Q1	$55.7M	Sell	4,534,227 -2,296,822	-34%	-$28.6M	0.06%	330
2025 Q4	$79.8M	Buy	6,831,049 +6,217,716	+1,014%	+$69M	0.07%	228
2025 Q3	$6.5M	Sell	613,333 -156,282	-20%	-$1.56M	0.01%	1089
2025 Q2	$6.87M	Sell	769,615 -361,295	-32%	-$3.14M	0.01%	996
2025 Q1	$10.1M	Buy	1,130,910 +1,019,250	+913%	+$9.64M	0.01%	773
2024 Q4	$1.01M	Buy	111,660 +64,260	+136%	+$623K	﹤0.01%	1730
2024 Q3	$429K	Sell	47,400 -246,022	-84%	-$2M	﹤0.01%	1973
2024 Q2	$2.05M	Buy	+293,422	New	+$2.14M	﹤0.01%	1359
2020 Q4	–	Sell	-173,815	Closed	-$1.19M	–	2199
2020 Q3	$1.19M	Buy	+173,815	New	+$1.29M	0.01%	967
2018 Q2	–	Sell	-49,900	Closed	-$622K	–	850
2018 Q1	$622K	Buy	+49,900	New	+$622K	0.03%	321

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

Marshall Wace's VLY Position: Q2 2026 in Review

Marshall Wace reduced its Valley National Bancorp (VLY) stake by 9.6% in Q2 2026, selling an estimated $5.93M and leaving 4,097,989 shares worth $60M. The position accounts for 0.05% of the portfolio, ranked #313.

Marshall Wace first reported a position in VLY in Q1 2018 and has held it in 11 quarters since. The position peaked at $79.8M in Q4 2025. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Marshall Wace held 4,097,989 shares of Valley National Bancorp worth $60M as of Q2 2026.
Marshall Wace sold 436,238 Valley National Bancorp shares in Q2 2026, an estimated $5.93M.
Valley National Bancorp made up 0.05% of Marshall Wace's portfolio in Q2 2026, its #313 holding.
Marshall Wace first reported a position in Valley National Bancorp in Q1 2018 and has held it in 11 quarters since.
Marshall Wace's Valley National Bancorp position peaked at $79.8M in Q4 2025.
471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.