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Morse Asset Management’s Valley National Bancorp VLY Stock Holding History

Morse Asset 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 		$2.4M Buy
163,548
+49,033
+43% +$666K 0.4% 60
2026
Q1 		$1.41M Buy
114,515
+112,915
+7,057% +$1.41M 0.29% 72
2025
Q4 		$18.7K Buy
+1,600
New +$17.8K ﹤0.01% 260

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

Morse Asset Management's VLY Position: Q2 2026 in Review

Morse Asset Management increased its Valley National Bancorp (VLY) stake by 43% in Q2 2026, buying an estimated $666K and bringing the position to 163,548 shares worth $2.4M. The position accounts for 0.4% of the portfolio, ranked #60.

Morse Asset Management first reported a position in VLY in Q4 2025 and has held it in 3 quarters since. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Morse Asset Management held 163,548 shares of Valley National Bancorp worth $2.4M as of Q2 2026.
  • Morse Asset Management bought 49,033 Valley National Bancorp shares in Q2 2026, an estimated $666K.
  • Valley National Bancorp made up 0.4% of Morse Asset Management's portfolio in Q2 2026, its #60 holding.
  • Morse Asset Management first reported a position in Valley National Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.