MassMutual Private Wealth & Trust’s Valley National Bancorp VLY Stock Holding History

MassMutual Private Wealth & Trust’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	$2.45K	Sell	167 -126	-43%	-$1.71K	﹤0.01%	1943
2026 Q1	$3.6K	Buy	293 +14	+5%	+$174	﹤0.01%	1794
2025 Q4	$3.26K	Hold	279	–	–	﹤0.01%	1844
2025 Q3	$2.96K	Hold	279	–	–	﹤0.01%	1872
2025 Q2	$2.49K	Hold	279	–	–	﹤0.01%	1892
2025 Q1	$2.48K	Buy	279 +126	+82%	+$1.19K	﹤0.01%	1852
2024 Q4	$1.39K	Hold	153	–	–	﹤0.01%	1935
2024 Q3	$1.39K	Buy	153 +53	+53%	+$431	﹤0.01%	1758
2024 Q2	$698	Sell	100 -74	-43%	-$541	﹤0.01%	1906
2024 Q1	$1.39K	Sell	174 -135	-44%	-$1.2K	﹤0.01%	1631
2023 Q4	$3.36K	Buy	309 +27	+10%	+$242	﹤0.01%	1350
2023 Q3	$2.41K	Hold	282	–	–	﹤0.01%	1453
2023 Q2	$2.19K	Buy	282 +214	+315%	+$1.7K	﹤0.01%	1446
2023 Q1	$628	Sell	68 -189	-74%	-$2.09K	﹤0.01%	1636
2022 Q4	$3K	Hold	257	–	–	﹤0.01%	1186
2022 Q3	$3K	Hold	257	–	–	﹤0.01%	1141
2022 Q2	$3K	Buy	257 +204	+385%	+$2.42K	﹤0.01%	1084
2022 Q1	$1K	Buy	+53	New	+$739	﹤0.01%	1448
2020 Q1	–	Sell	-1,842	Closed	-$21K	–	811
2019 Q4	$21K	Buy	+1,842	New	+$21.2K	﹤0.01%	525

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

MassMutual Private Wealth & Trust's VLY Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Valley National Bancorp (VLY) stake by 43% in Q2 2026, selling an estimated $1.71K and leaving 167 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

MassMutual Private Wealth & Trust first reported a position in VLY in Q4 2019 and has held it in 19 quarters since. The position peaked at $21K in Q4 2019. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

MassMutual Private Wealth & Trust held 167 shares of Valley National Bancorp worth $2.45K as of Q2 2026.
MassMutual Private Wealth & Trust sold 126 Valley National Bancorp shares in Q2 2026, an estimated $1.71K.
Valley National Bancorp made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1943 holding.
MassMutual Private Wealth & Trust first reported a position in Valley National Bancorp in Q4 2019 and has held it in 19 quarters since.
MassMutual Private Wealth & Trust's Valley National Bancorp position peaked at $21K in Q4 2019.
474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.