Pinnacle Associates’s Valley National Bancorp VLY Stock Holding History

Pinnacle Associates’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	$237K	Sell	19,302 -15	-0.1%	-$187	﹤0.01%	872
2025 Q4	$226K	Buy	19,317 +307	+2%	+$3.41K	﹤0.01%	871
2025 Q3	$202K	Sell	19,010 -900	-5%	-$8.99K	﹤0.01%	839
2025 Q2	$178K	Buy	19,910 +55	+0.3%	+$478	﹤0.01%	820
2025 Q1	$177K	Sell	19,855 -20,900	-51%	-$198K	﹤0.01%	798
2024 Q4	$369K	Sell	40,755 -637	-2%	-$6.18K	0.01%	666
2024 Q3	$450K	Buy	41,392 +637	+2%	+$5.17K	0.01%	589
2024 Q2	$284K	Sell	40,755 -637	-2%	-$4.65K	﹤0.01%	700
2024 Q1	$329K	Hold	41,392	–	–	0.01%	678
2023 Q4	$450K	Sell	41,392 -20,000	-33%	-$179K	0.01%	597
2023 Q3	$526K	Hold	61,392	–	–	0.01%	559
2023 Q2	$476K	Sell	61,392 -12,265	-17%	-$97.5K	0.01%	579
2023 Q1	$681K	Hold	73,657	–	–	0.01%	466
2022 Q4	$833K	Sell	73,657 -1,500	-2%	-$17.7K	0.02%	432
2022 Q3	$812K	Buy	75,157 +637	+0.9%	+$7.35K	0.02%	431
2022 Q2	$776K	Hold	74,520	–	–	0.02%	457
2022 Q1	$970K	Sell	74,520 -3,000	-4%	-$41.8K	0.02%	449
2021 Q4	$1.07M	Buy	77,520 +12,265	+19%	+$170K	0.02%	444
2021 Q3	$869K	Buy	65,255 +1,500	+2%	+$19.4K	0.02%	464
2021 Q2	$856K	Hold	63,755	–	–	0.02%	458
2021 Q1	$876K	Sell	63,755 -3,600	-5%	-$43.4K	0.02%	437
2020 Q4	$657K	Sell	67,355 -1,100	-2%	-$9.57K	0.01%	472
2020 Q3	$469K	Sell	68,455 -200	-0.3%	-$1.49K	0.01%	501
2020 Q2	$537K	Hold	68,655	–	–	0.01%	475
2020 Q1	$502K	Buy	68,655 +11,491	+20%	+$112K	0.02%	466
2019 Q4	$655K	Hold	57,164	–	–	0.01%	495
2019 Q3	$621K	Hold	57,164	–	–	0.01%	500
2019 Q2	$616K	Hold	57,164	–	–	0.01%	495
2019 Q1	$548K	Hold	57,164	–	–	0.01%	517
2018 Q4	$508K	Hold	57,164	–	–	0.01%	506
2018 Q3	$643K	Hold	57,164	–	–	0.01%	484
2018 Q2	$695K	Hold	57,164	–	–	0.01%	467
2018 Q1	$712K	Hold	57,164	–	–	0.01%	462
2017 Q4	$641K	Sell	57,164 -1,100	-2%	-$12.7K	0.01%	471
2017 Q3	$702K	Sell	58,264 -6,650	-10%	-$76.6K	0.01%	449
2017 Q2	$767K	Buy	64,914 +225	+0.3%	+$2.63K	0.01%	433
2017 Q1	$763K	Hold	64,689	–	–	0.01%	432
2016 Q4	$753K	Sell	64,689 -19,600	-23%	-$210K	0.02%	432
2016 Q3	$820K	Sell	84,289 -4,586	-5%	-$42.8K	0.02%	400
2016 Q2	$811K	Sell	88,875 -225	-0.3%	-$2.1K	0.02%	405
2016 Q1	$850K	Sell	89,100 -10,070	-10%	-$91.5K	0.02%	386
2015 Q4	$977K	Sell	99,170 -300	-0.3%	-$3.12K	0.02%	370
2015 Q3	$979K	Sell	99,470 -15,705	-14%	-$154K	0.02%	353
2015 Q2	$1.19M	Buy	115,175 +26,375	+30%	+$257K	0.02%	351
2015 Q1	$838K	Sell	88,800 -900	-1%	-$8.52K	0.02%	397
2014 Q4	$871K	Hold	89,700	–	–	0.02%	387
2014 Q3	$869K	Hold	89,700	–	–	0.02%	375
2014 Q2	$889K	Buy	89,700 +50	+0.1%	+$502	0.02%	374
2014 Q1	$933K	Buy	89,650 +4,200	+5%	+$42.1K	0.02%	353
2013 Q4	$865K	Buy	85,450 +74,600	+688%	+$748K	0.02%	376
2013 Q3	$108K	Hold	10,850	–	–	﹤0.01%	559
2013 Q2	$103K	Buy	+10,850	New	+$101K	﹤0.01%	535

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 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

Pinnacle Associates's VLY Position: Q1 2026 in Review

Pinnacle Associates reduced its Valley National Bancorp (VLY) stake by 0.08% in Q1 2026, selling an estimated $187 and leaving 19,302 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Pinnacle Associates first reported a position in VLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.19M in Q2 2015. 464 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

Pinnacle Associates held 19,302 shares of Valley National Bancorp worth $237K as of Q1 2026.
Pinnacle Associates sold 15 Valley National Bancorp shares in Q1 2026, an estimated $187.
Valley National Bancorp made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #872 holding.
Pinnacle Associates first reported a position in Valley National Bancorp in Q2 2013 and has held it in 52 quarters since.
Pinnacle Associates's Valley National Bancorp position peaked at $1.19M in Q2 2015.
464 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.