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Northwest & Ethical Investments’s Valley National Bancorp VLY Stock Holding History

Northwest & Ethical Investments’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 		$321K Sell
21,901
-35,984
-62% -$489K 0.01% 367
2026
Q1 		$728K Buy
57,885
+1,051
+2% +$13.1K 0.02% 349
2025
Q4 		$669K Buy
56,834
+27,854
+96% +$309K 0.02% 360
2025
Q3 		$307K Buy
+28,980
New +$290K 0.01% 440

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 $3.38T AUM 44.17% 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
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Azora Capital LP
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

Northwest & Ethical Investments's VLY Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Valley National Bancorp (VLY) stake by 62% in Q2 2026, selling an estimated $489K and leaving 21,901 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #367.

Northwest & Ethical Investments first reported a position in VLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $728K in Q1 2026. 477 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Northwest & Ethical Investments held 21,901 shares of Valley National Bancorp worth $321K as of Q2 2026.
  • Northwest & Ethical Investments sold 35,984 Valley National Bancorp shares in Q2 2026, an estimated $489K.
  • Valley National Bancorp made up 0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #367 holding.
  • Northwest & Ethical Investments first reported a position in Valley National Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Northwest & Ethical Investments's Valley National Bancorp position peaked at $728K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.