Montag & Associates’s Valley National Bancorp VLY Stock Holding History

Montag & Associates’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	$2.95K	Hold	200	–	–	﹤0.01%	843
2026 Q1	$2.48K	Hold	200	–	–	﹤0.01%	829
2025 Q4	$2.36K	Hold	200	–	–	﹤0.01%	855
2025 Q3	$2.14K	Hold	200	–	–	﹤0.01%	909
2025 Q2	$1.81K	Hold	200	–	–	﹤0.01%	855
2025 Q1	$1.8K	Hold	200	–	–	﹤0.01%	901
2024 Q4	$1.83K	Hold	200	–	–	﹤0.01%	896
2024 Q3	$1.83K	Hold	200	–	–	﹤0.01%	923
2024 Q2	$1.42K	Hold	200	–	–	﹤0.01%	899
2024 Q1	$1.61K	Hold	200	–	–	﹤0.01%	876
2023 Q4	$2.19K	Hold	200	–	–	﹤0.01%	862
2023 Q3	$1.73K	Hold	200	–	–	﹤0.01%	852
2023 Q2	$1.57K	Hold	200	–	–	﹤0.01%	869
2023 Q1	$1.87K	Hold	200	–	–	﹤0.01%	863
2022 Q4	$2.28K	Hold	200	–	–	﹤0.01%	864
2022 Q3	$2K	Hold	200	–	–	﹤0.01%	822
2022 Q2	$2K	Hold	200	–	–	﹤0.01%	776
2022 Q1	$3K	Hold	200	–	–	﹤0.01%	776
2021 Q4	$3K	Hold	200	–	–	﹤0.01%	789
2021 Q3	$3K	Hold	200	–	–	﹤0.01%	783
2021 Q2	$3K	Hold	200	–	–	﹤0.01%	777
2021 Q1	$3K	Hold	200	–	–	﹤0.01%	781
2020 Q4	$2K	Buy	+200	New	+$1.74K	﹤0.01%	772
2018 Q4	–	Sell	-17,300	Closed	-$195K	–	320
2018 Q3	$195K	Buy	+17,300	New	+$209K	0.02%	312

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

Montag & Associates's VLY Position: Q2 2026 in Review

Montag & Associates held its Valley National Bancorp (VLY) position steady in Q2 2026 at 200 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Montag & Associates first reported a position in VLY in Q3 2018 and has held it in 24 quarters since. The position peaked at $195K in Q3 2018. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Montag & Associates held 200 shares of Valley National Bancorp worth $2.95K as of Q2 2026.
Montag & Associates left its Valley National Bancorp share count unchanged in Q2 2026.
Valley National Bancorp made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #843 holding.
Montag & Associates first reported a position in Valley National Bancorp in Q3 2018 and has held it in 24 quarters since.
Montag & Associates's Valley National Bancorp position peaked at $195K in Q3 2018.
471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.