Private Trust Company’s Valley National Bancorp VLY Stock Holding History

Private Trust Company’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	–	Sell	-120	Closed	-$1.47K	–	2806
2026 Q1	$1.47K	Hold	120	–	–	﹤0.01%	2434
2025 Q4	$1.4K	Hold	120	–	–	﹤0.01%	2391
2025 Q3	$1.27K	Hold	120	–	–	﹤0.01%	2408
2025 Q2	$1.07K	Hold	120	–	–	﹤0.01%	2358
2025 Q1	$1.07K	Buy	+120	New	+$1.14K	﹤0.01%	2356
2024 Q1	–	Sell	-25	Closed	-$272	–	2365
2023 Q4	$272	Hold	25	–	–	﹤0.01%	2265
2023 Q3	$214	Hold	25	–	–	﹤0.01%	2281
2023 Q2	$194	Buy	+25	New	+$199	﹤0.01%	2266
2023 Q1	–	Sell	-66	Closed	-$1K	–	2374
2022 Q4	$1K	Hold	66	–	–	﹤0.01%	2146
2022 Q3	$1K	Hold	66	–	–	﹤0.01%	1999
2022 Q2	$1K	Buy	+66	New	+$784	﹤0.01%	2073
2014 Q4	–	Sell	-1,500	Closed	-$15K	–	1151
2014 Q3	$15K	Hold	1,500	–	–	0.01%	948
2014 Q2	$15K	Hold	1,500	–	–	﹤0.01%	943
2014 Q1	$16K	Hold	1,500	–	–	0.01%	809
2013 Q4	$15K	Hold	1,500	–	–	0.01%	809
2013 Q3	$15K	Hold	1,500	–	–	0.01%	764
2013 Q2	$14K	Buy	+1,500	New	+$14K	0.01%	747

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Private Trust Company's VLY Position: Q2 2026 in Review

Private Trust Company sold out of Valley National Bancorp (VLY) in Q2 2026, closing a stake of 120 shares — an estimated $1.47K sold.

Private Trust Company first reported a position in VLY in Q2 2013 and held it in 17 quarters. The position peaked at $16K in Q1 2014. 475 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Private Trust Company reported no remaining Valley National Bancorp position as of Q2 2026 after selling out during the quarter.
Private Trust Company sold 120 Valley National Bancorp shares in Q2 2026, an estimated $1.47K.
Private Trust Company first reported a position in Valley National Bancorp in Q2 2013 and held it in 17 quarters.
Private Trust Company's Valley National Bancorp position peaked at $16K in Q1 2014.
475 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.