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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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Securities's VLY Position: Q4 2025 in Review

Principal Securities sold out of Valley National Bancorp (VLY) in Q4 2025, closing a stake of 102 shares — an estimated $1.08K sold.

Principal Securities first reported a position in VLY in Q4 2023 and held it in 8 quarters. The position peaked at $17.1K in Q4 2023. 456 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

  • Principal Securities reported no remaining Valley National Bancorp position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 102 Valley National Bancorp shares in Q4 2025, an estimated $1.08K.
  • Principal Securities first reported a position in Valley National Bancorp in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Valley National Bancorp position peaked at $17.1K in Q4 2023.
  • 456 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.