ProVise Management Group’s Valley National Bancorp VLY Stock Holding History

ProVise Management 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	$4.79M	Hold	327,018	–	–	0.32%	69
2026 Q1	$4.02M	Hold	327,018	–	–	0.29%	77
2025 Q4	$3.82M	Hold	327,018	–	–	0.27%	73
2025 Q3	$3.47M	Hold	327,018	–	–	0.26%	80
2025 Q2	$2.92M	Hold	327,018	–	–	0.23%	89
2025 Q1	$2.91M	Hold	327,018	–	–	0.25%	84
2024 Q4	$2.96M	Sell	327,018 -1,009	-0.3%	-$9.79K	0.25%	86
2024 Q3	$2.97M	Hold	328,027	–	–	0.24%	98
2024 Q2	$2.29M	Hold	328,027	–	–	0.19%	108
2024 Q1	$2.61M	Sell	328,027 -89	-0%	-$793	0.23%	105
2023 Q4	$3.56M	Hold	328,116	–	–	0.3%	91
2023 Q3	$2.81M	Hold	328,116	–	–	0.26%	100
2023 Q2	$2.54M	Hold	328,116	–	–	0.23%	104
2023 Q1	$3.03M	Hold	328,116	–	–	0.29%	91
2022 Q4	$3.71M	Hold	328,116	–	–	0.38%	77
2022 Q3	$3.54M	Hold	328,116	–	–	0.4%	75
2022 Q2	$3.42M	Hold	328,116	–	–	0.36%	83
2022 Q1	$4.27M	Hold	328,116	–	–	0.4%	69
2021 Q4	$4.51M	Hold	328,116	–	–	0.41%	68
2021 Q3	$4.37M	Hold	328,116	–	–	0.43%	72
2021 Q2	$4.41M	Hold	328,116	–	–	0.45%	65
2021 Q1	$4.51M	Hold	328,116	–	–	0.49%	60
2020 Q4	$3.2M	Hold	328,116	–	–	0.37%	82
2020 Q3	$2.25M	Hold	328,116	–	–	0.3%	94
2020 Q2	$2.57M	Hold	328,116	–	–	0.37%	77
2020 Q1	$2.4M	Sell	328,116 -500	-0.2%	-$4.89K	0.4%	73
2019 Q4	$3.76M	Hold	328,616	–	–	0.46%	64
2019 Q3	$3.57M	Sell	328,616 -3,000	-0.9%	-$32.1K	0.47%	64
2019 Q2	$3.58M	Sell	331,616 -1,000	-0.3%	-$10.2K	0.48%	61
2019 Q1	$3.19M	Buy	332,616 +322,018	+3,038%	+$3.28M	0.45%	63
2018 Q4	$94K	Sell	10,598 -237,527	-96%	-$2.4M	0.01%	296
2018 Q3	$2.79M	Sell	248,125 -148,036	-37%	-$1.79M	0.37%	79
2018 Q2	$4.82M	Buy	+396,161	New	+$5M	0.36%	65

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 $3.37T AUM 44.26% 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

ProVise Management Group's VLY Position: Q2 2026 in Review

ProVise Management Group held its Valley National Bancorp (VLY) position steady in Q2 2026 at 327,018 shares worth $4.79M. The position accounts for 0.32% of the portfolio, ranked #69.

ProVise Management Group first reported a position in VLY in Q2 2018 and has held it in 33 quarters since. The position peaked at $4.82M in Q2 2018. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

ProVise Management Group held 327,018 shares of Valley National Bancorp worth $4.79M as of Q2 2026.
ProVise Management Group left its Valley National Bancorp share count unchanged in Q2 2026.
Valley National Bancorp made up 0.32% of ProVise Management Group's portfolio in Q2 2026, its #69 holding.
ProVise Management Group first reported a position in Valley National Bancorp in Q2 2018 and has held it in 33 quarters since.
ProVise Management Group's Valley National Bancorp position peaked at $4.82M in Q2 2018.
474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.