Principal Financial Group
VLY icon

Principal Financial Group’s Valley National Bancorp VLY Stock Holding History

Principal Financial Group’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 		$16M Buy
1,094,245
+14,523
+1% +$197K 0.01% 1142
2026
Q1 		$13.3M Buy
1,079,722
+38,759
+4% +$483K 0.01% 1166
2025
Q4 		$12.2M Sell
1,040,963
-45,184
-4% -$501K 0.01% 1189
2025
Q3 		$11.5M Sell
1,086,147
-7,434
-0.7% -$74.3K 0.01% 1209
2025
Q2 		$9.77M Sell
1,093,581
-7,311
-0.7% -$63.5K 0.01% 1281
2025
Q1 		$9.79M Buy
1,100,892
+10,996
+1% +$104K 0.01% 1271
2024
Q4 		$9.87M Buy
1,089,896
+96,866
+10% +$940K 0.01% 1301
2024
Q3 		$9M Sell
993,030
-441,775
-31% -$3.59M ﹤0.01% 1338
2024
Q2 		$10M Sell
1,434,805
-184,706
-11% -$1.35M 0.01% 1261
2024
Q1 		$12.9M Buy
1,619,511
+26,209
+2% +$234K 0.01% 1177
2023
Q4 		$17.3M Sell
1,593,302
-9,949
-0.6% -$89.3K 0.01% 965
2023
Q3 		$13.7M Buy
1,603,251
+5,928
+0.4% +$53.8K 0.01% 1040
2023
Q2 		$12.4M Sell
1,597,323
-73,171
-4% -$582K 0.01% 1142
2023
Q1 		$15.4M Buy
1,670,494
+34,209
+2% +$378K 0.01% 1017
2022
Q4 		$18.5M Sell
1,636,285
-279
-0% -$3.28K 0.01% 871
2022
Q3 		$17.7M Buy
1,636,564
+2,858
+0.2% +$33K 0.01% 848
2022
Q2 		$17M Buy
1,633,706
+209,721
+15% +$2.49M 0.01% 950
2022
Q1 		$18.5M Buy
1,423,985
+33,647
+2% +$469K 0.01% 965
2021
Q4 		$19.1M Sell
1,390,338
-704,996
-34% -$9.79M 0.01% 986
2021
Q3 		$27.9M Sell
2,095,334
-7,020
-0.3% -$90.7K 0.02% 689
2021
Q2 		$28.2M Buy
2,102,354
+695,150
+49% +$9.71M 0.02% 706
2021
Q1 		$19.3M Buy
1,407,204
+209,697
+18% +$2.53M 0.01% 941
2020
Q4 		$11.7M Sell
1,197,507
-2,305
-0.2% -$20.1K 0.01% 1142
2020
Q3 		$8.22M Sell
1,199,812
-18,039
-1% -$134K 0.01% 1189
2020
Q2 		$9.52M Buy
1,217,851
+14,492
+1% +$111K 0.01% 1086
2020
Q1 		$8.8M Sell
1,203,359
-492,380
-29% -$4.82M 0.01% 981
2019
Q4 		$19.4M Buy
1,695,739
+260,266
+18% +$3M 0.02% 820
2019
Q3 		$15.6M Sell
1,435,473
-26,663
-2% -$285K 0.01% 954
2019
Q2 		$15.8M Sell
1,462,136
-6,975
-0.5% -$71.5K 0.01% 951
2019
Q1 		$14.1M Buy
1,469,111
+14,957
+1% +$152K 0.01% 1009
2018
Q4 		$12.9M Sell
1,454,154
-2,460,629
-63% -$24.8M 0.01% 1002
2018
Q3 		$44M Buy
3,914,783
+329,956
+9% +$3.98M 0.04% 462
2018
Q2 		$43.6M Buy
3,584,827
+71,247
+2% +$898K 0.04% 451
2018
Q1 		$43.8M Sell
3,513,580
-65,702
-2% -$819K 0.04% 432
2017
Q4 		$40.2M Buy
3,579,282
+348,757
+11% +$4.04M 0.04% 475
2017
Q3 		$38.9M Buy
3,230,525
+2,099,452
+186% +$24.2M 0.04% 473
2017
Q2 		$13.4M Buy
1,131,073
+48,620
+4% +$569K 0.01% 1039
2017
Q1 		$12.8M Buy
1,082,453
+56,082
+5% +$673K 0.02% 1042
2016
Q4 		$11.9M Buy
1,026,371
+37,643
+4% +$402K 0.02% 1063
2016
Q3 		$9.62M Buy
988,728
+134,242
+16% +$1.25M 0.01% 1152
2016
Q2 		$7.79M Buy
854,486
+115,399
+16% +$1.08M 0.01% 1214
2016
Q1 		$7.05M Buy
739,087
+21,400
+3% +$194K 0.01% 1209
2015
Q4 		$7.07M Buy
717,687
+6,459
+0.9% +$67.1K 0.01% 1176
2015
Q3 		$7M Buy
711,228
+43,102
+6% +$424K 0.01% 1163
2015
Q2 		$6.89M Buy
668,126
+28,097
+4% +$274K 0.01% 1255
2015
Q1 		$6.04M Buy
640,029
+37,986
+6% +$359K 0.01% 1290
2014
Q4 		$5.85M Buy
602,043
+79,565
+15% +$771K 0.01% 1300
2014
Q3 		$5.06M Sell
522,478
-1,557
-0.3% -$15.3K 0.01% 1334
2014
Q2 		$5.19M Sell
524,035
-6,372
-1% -$64K 0.01% 1367
2014
Q1 		$5.52M Buy
530,407
+45,626
+9% +$457K 0.01% 1301
2013
Q4 		$4.91M Sell
484,781
-10,638
-2% -$107K 0.01% 1357
2013
Q3 		$4.93M Buy
495,419
+32,926
+7% +$333K 0.01% 1279
2013
Q2 		$4.38M Buy
+462,493
New +$4.32M 0.01% 1281

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

Principal Financial Group's VLY Position: Q2 2026 in Review

Principal Financial Group increased its Valley National Bancorp (VLY) stake by 1.3% in Q2 2026, buying an estimated $197K and bringing the position to 1,094,245 shares worth $16M. The position accounts for 0.01% of the portfolio, ranked #1142.

Principal Financial Group first reported a position in VLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $44M in Q3 2018. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Principal Financial Group held 1,094,245 shares of Valley National Bancorp worth $16M as of Q2 2026.
  • Principal Financial Group bought 14,523 Valley National Bancorp shares in Q2 2026, an estimated $197K.
  • Valley National Bancorp made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1142 holding.
  • Principal Financial Group first reported a position in Valley National Bancorp in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's Valley National Bancorp position peaked at $44M in Q3 2018.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.