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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Northwest & Ethical Investments's VLY Position: Q1 2026 in Review

Northwest & Ethical Investments increased its Valley National Bancorp (VLY) stake by 1.8% in Q1 2026, buying an estimated $13.1K and bringing the position to 57,885 shares worth $728K. The position accounts for 0.02% of the portfolio, ranked #349.

Northwest & Ethical Investments first reported a position in VLY in Q3 2025 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Northwest & Ethical Investments held 57,885 shares of Valley National Bancorp worth $728K as of Q1 2026.
  • Northwest & Ethical Investments bought 1,051 Valley National Bancorp shares in Q1 2026, an estimated $13.1K.
  • Valley National Bancorp made up 0.02% of Northwest & Ethical Investments's portfolio in Q1 2026, its #349 holding.
  • Northwest & Ethical Investments first reported a position in Valley National Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.