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

Navigoe 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	$0	Buy	+39	New	+$530	﹤0.01%	1158

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

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

Navigoe Wealth Management opened a new position in Valley National Bancorp (VLY) in Q2 2026: 39 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1158 among its holdings.

470 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Navigoe Wealth Management held 39 shares of Valley National Bancorp worth $0 as of Q2 2026.
Valley National Bancorp was a new Navigoe Wealth Management position in Q2 2026.
Valley National Bancorp made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1158 holding.
470 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.