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Merit Financial Group’s Valley National Bancorp VLY Stock Holding History

Merit Financial Group’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 		$1.02M Buy
69,397
+13,218
+24% +$180K 0.01% 1070
2026
Q1 		$690K Buy
56,179
+17,226
+44% +$214K 0.01% 1181
2025
Q4 		$455K Buy
38,953
+8,619
+28% +$95.6K ﹤0.01% 1361
2025
Q3 		$322K Buy
30,334
+3,230
+12% +$32.3K ﹤0.01% 1409
2025
Q2 		$242K Sell
27,104
-2,119
-7% -$18.4K ﹤0.01% 1453
2025
Q1 		$260K Buy
+29,223
New +$276K ﹤0.01% 1181

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

Merit Financial Group's VLY Position: Q2 2026 in Review

Merit Financial Group increased its Valley National Bancorp (VLY) stake by 24% in Q2 2026, buying an estimated $180K and bringing the position to 69,397 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1070.

Merit Financial Group first reported a position in VLY in Q1 2025 and has held it in 6 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Merit Financial Group held 69,397 shares of Valley National Bancorp worth $1.02M as of Q2 2026.
  • Merit Financial Group bought 13,218 Valley National Bancorp shares in Q2 2026, an estimated $180K.
  • Valley National Bancorp made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1070 holding.
  • Merit Financial Group first reported a position in Valley National Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.