Modera Wealth Management’s Valley National Bancorp VLY Stock Holding History

Modera Wealth Management’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	$176K	Buy	12,030 +548	+5%	+$7.44K	﹤0.01%	634
2026 Q1	$141K	Sell	11,482 -3,086	-21%	-$38.4K	﹤0.01%	617
2025 Q4	$170K	Buy	14,568 +61	+0.4%	+$677	﹤0.01%	628
2025 Q3	$154K	Hold	14,507	–	–	﹤0.01%	635
2025 Q2	$130K	Buy	14,507 +3	+0%	+$26	﹤0.01%	634
2025 Q1	$129K	Sell	14,504 -2,969	-17%	-$28.1K	﹤0.01%	598
2024 Q4	$158K	Buy	17,473 +106	+0.6%	+$1.03K	﹤0.01%	606
2024 Q3	$157K	Hold	17,367	–	–	﹤0.01%	593
2024 Q2	$121K	Sell	17,367 -4,356	-20%	-$31.8K	﹤0.01%	560
2024 Q1	$173K	Buy	21,723 +4,235	+24%	+$37.7K	﹤0.01%	550
2023 Q4	$190K	Buy	17,488 +204	+1%	+$1.83K	﹤0.01%	503
2023 Q3	$148K	Hold	17,284	–	–	﹤0.01%	525
2023 Q2	$134K	Buy	+17,284	New	+$137K	﹤0.01%	542
2022 Q1	–	Sell	-19,215	Closed	-$264K	–	589
2021 Q4	$264K	Buy	+19,215	New	+$267K	0.01%	458

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

Modera Wealth Management's VLY Position: Q2 2026 in Review

Modera Wealth Management increased its Valley National Bancorp (VLY) stake by 4.8% in Q2 2026, buying an estimated $7.44K and bringing the position to 12,030 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Modera Wealth Management first reported a position in VLY in Q4 2021 and has held it in 14 quarters since. The position peaked at $264K in Q4 2021. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Modera Wealth Management held 12,030 shares of Valley National Bancorp worth $176K as of Q2 2026.
Modera Wealth Management bought 548 Valley National Bancorp shares in Q2 2026, an estimated $7.44K.
Valley National Bancorp made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #634 holding.
Modera Wealth Management first reported a position in Valley National Bancorp in Q4 2021 and has held it in 14 quarters since.
Modera Wealth Management's Valley National Bancorp position peaked at $264K in Q4 2021.
472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.