Prime Capital Investment Advisors’s Valley National Bancorp VLY Stock Holding History

Prime Capital 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	$329K	Sell	22,424 -1,041	-4%	-$14.1K	﹤0.01%	829
2026 Q1	$288K	Buy	23,465 +30	+0.1%	+$373	﹤0.01%	846
2025 Q4	$274K	Hold	23,435	–	–	﹤0.01%	854
2025 Q3	$248K	Hold	23,435	–	–	﹤0.01%	863
2025 Q2	$209K	Buy	23,435 +14	+0.1%	+$122	﹤0.01%	887
2025 Q1	$208K	Buy	23,421 +38	+0.2%	+$359	﹤0.01%	969
2024 Q4	$212K	Sell	23,383 -6	-0%	-$58	﹤0.01%	847
2024 Q3	$212K	Sell	23,389 -953	-4%	-$7.74K	﹤0.01%	846
2024 Q2	$170K	Sell	24,342 -1,328	-5%	-$9.7K	﹤0.01%	866
2024 Q1	$204K	Sell	25,670 -899	-3%	-$8.01K	﹤0.01%	922
2023 Q4	$289K	Buy	26,569 +3,569	+16%	+$32K	﹤0.01%	750
2023 Q3	$197K	Hold	23,000	–	–	﹤0.01%	693
2023 Q2	$178K	Hold	23,000	–	–	﹤0.01%	714
2023 Q1	$213K	Hold	23,000	–	–	0.01%	497
2022 Q4	$260K	Hold	23,000	–	–	0.01%	447
2022 Q3	$248K	Hold	23,000	–	–	0.01%	341
2022 Q2	$239K	Buy	+23,000	New	+$273K	0.01%	327

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prime Capital Investment Advisors's VLY Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Valley National Bancorp (VLY) stake by 4.4% in Q2 2026, selling an estimated $14.1K and leaving 22,424 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Prime Capital Investment Advisors first reported a position in VLY in Q2 2022 and has held it in 17 quarters since. 297 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Prime Capital Investment Advisors held 22,424 shares of Valley National Bancorp worth $329K as of Q2 2026.
Prime Capital Investment Advisors sold 1,041 Valley National Bancorp shares in Q2 2026, an estimated $14.1K.
Valley National Bancorp made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #829 holding.
Prime Capital Investment Advisors first reported a position in Valley National Bancorp in Q2 2022 and has held it in 17 quarters since.
297 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.