PS
VLY icon

Principal Securities’s Valley National Bancorp VLY Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-102
Closed -$1.08K – 3441
2025
Q3 		$1.08K Hold
102
– – ﹤0.01% 3392
2025
Q2 		$911 Sell
102
-159
-61% -$1.38K ﹤0.01% 3363
2025
Q1 		$2.37K Hold
261
– – ﹤0.01% 3000
2024
Q4 		$2.37K Buy
261
+118
+83% +$1.15K ﹤0.01% 2995
2024
Q3 		$1.3K Sell
143
-1,260
-90% -$10.2K ﹤0.01% 3077
2024
Q2 		$9.79K Sell
1,403
-119
-8% -$869 ﹤0.01% 2407
2024
Q1 		$12.1K Sell
1,522
-57
-4% -$508 ﹤0.01% 2242
2023
Q4 		$17.1K Buy
+1,579
New +$14.2K ﹤0.01% 2002

Other funds holding VLY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return