Newbridge Financial Services Group’s Valley National Bancorp VLY Stock Holding History

Newbridge Financial Services 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	$731K	Hold	49,899	–	–	0.09%	144
2026 Q1	$613K	Sell	49,899 -24,916	-33%	-$310K	0.1%	135
2025 Q4	$874K	Hold	74,815	–	–	0.14%	118
2025 Q3	$793K	Sell	74,815 -13,870	-16%	-$139K	0.12%	135
2025 Q2	$792K	Buy	+88,685	New	+$770K	0.13%	132
2024 Q2	–	Sell	-207	Closed	-$1.64K	–	1232
2024 Q1	$1.64K	Buy	207 +3	+1%	+$27	﹤0.01%	1013
2023 Q4	$2.22K	Buy	204 +2	+1%	+$18	﹤0.01%	958
2023 Q3	$1.73K	Buy	202 +3	+2%	+$27	﹤0.01%	1092
2023 Q2	$1.54K	Hold	199	–	–	﹤0.01%	1166
2023 Q1	$1.84K	Hold	199	–	–	﹤0.01%	1204
2022 Q4	$2.25K	Hold	199	–	–	﹤0.01%	1199
2022 Q3	$2K	Hold	199	–	–	﹤0.01%	1244
2022 Q2	$2K	Hold	199	–	–	﹤0.01%	1229
2022 Q1	$3K	Hold	199	–	–	﹤0.01%	1251
2021 Q4	$3K	Buy	+199	New	+$2.76K	﹤0.01%	1193
2021 Q3	–	Sell	-2,472	Closed	-$33K	–	1618
2021 Q2	$33K	Buy	2,472 +5	+0.2%	+$70	0.02%	586
2021 Q1	$34K	Buy	+2,467	New	+$29.7K	0.03%	517

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

Newbridge Financial Services Group's VLY Position: Q2 2026 in Review

Newbridge Financial Services Group held its Valley National Bancorp (VLY) position steady in Q2 2026 at 49,899 shares worth $731K. The position accounts for 0.09% of the portfolio, ranked #144.

Newbridge Financial Services Group first reported a position in VLY in Q1 2021 and has held it in 17 quarters since. The position peaked at $874K in Q4 2025. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Newbridge Financial Services Group held 49,899 shares of Valley National Bancorp worth $731K as of Q2 2026.
Newbridge Financial Services Group left its Valley National Bancorp share count unchanged in Q2 2026.
Valley National Bancorp made up 0.09% of Newbridge Financial Services Group's portfolio in Q2 2026, its #144 holding.
Newbridge Financial Services Group first reported a position in Valley National Bancorp in Q1 2021 and has held it in 17 quarters since.
Newbridge Financial Services Group's Valley National Bancorp position peaked at $874K in Q4 2025.
471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.