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OneDigital Investment Advisors’s Valley National Bancorp VLY Stock Holding History

OneDigital Investment Advisors’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 		$214K Buy
14,600
+643
+5% +$8.73K ﹤0.01% 1480
2026
Q1 		$171K Sell
13,957
-3,784
-21% -$47.1K ﹤0.01% 1406
2025
Q4 		$207K Buy
17,741
+200
+1% +$2.22K ﹤0.01% 1430
2025
Q3 		$186K Buy
17,541
+167
+1% +$1.67K ﹤0.01% 1436
2025
Q2 		$155K Buy
17,374
+316
+2% +$2.74K ﹤0.01% 1400
2025
Q1 		$152K Buy
17,058
+4,261
+33% +$40.3K ﹤0.01% 1346
2024
Q4 		$116K Buy
12,797
+182
+1% +$1.76K ﹤0.01% 1358
2024
Q3 		$114K Buy
12,615
+276
+2% +$2.24K ﹤0.01% 1393
2024
Q2 		$86.1K Buy
12,339
+219
+2% +$1.6K ﹤0.01% 1328
2024
Q1 		$96.5K Sell
12,120
-13
-0.1% -$116 ﹤0.01% 1059
2023
Q4 		$132K Buy
12,133
+460
+4% +$4.13K ﹤0.01% 1073
2023
Q3 		$99.9K Buy
11,673
+160
+1% +$1.45K ﹤0.01% 957
2023
Q2 		$89.2K Buy
11,513
+222
+2% +$1.77K ﹤0.01% 980
2023
Q1 		$104K Buy
+11,291
New +$125K ﹤0.01% 936

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

OneDigital Investment Advisors's VLY Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Valley National Bancorp (VLY) stake by 4.6% in Q2 2026, buying an estimated $8.73K and bringing the position to 14,600 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

OneDigital Investment Advisors first reported a position in VLY in Q1 2023 and has held it in 14 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • OneDigital Investment Advisors held 14,600 shares of Valley National Bancorp worth $214K as of Q2 2026.
  • OneDigital Investment Advisors bought 643 Valley National Bancorp shares in Q2 2026, an estimated $8.73K.
  • Valley National Bancorp made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1480 holding.
  • OneDigital Investment Advisors first reported a position in Valley National Bancorp in Q1 2023 and has held it in 14 quarters since.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.