Ray Dalio
VLY icon

Ray Dalio’s Valley National Bancorp VLY Stock Holding History

Ray Dalio’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
Q1 		$18.1M Buy
1,470,218
+4,219
+0.3% +$52.5K 0.08% 175
2025
Q4 		$17.1M Buy
1,465,999
+735,825
+101% +$8.16M 0.06% 235
2025
Q3 		$7.74M Buy
+730,174
New +$7.3M 0.03% 384
2023
Q1 		– Sell
-185,204
Closed -$2.09M – 906
2022
Q4 		$2.09M Buy
185,204
+61,271
+49% +$721K 0.01% 528
2022
Q3 		$1.34M Buy
123,933
+90,939
+276% +$1.05M 0.01% 642
2022
Q2 		$343K Sell
32,994
-12,520
-28% -$149K ﹤0.01% 929
2022
Q1 		$593K Sell
45,514
-27,577
-38% -$384K ﹤0.01% 868
2021
Q4 		$1M Sell
73,091
-88,200
-55% -$1.22M 0.01% 575
2021
Q3 		$2.15M Buy
161,291
+23,354
+17% +$302K 0.01% 428
2021
Q2 		$1.85M Buy
137,937
+17,369
+14% +$243K 0.01% 501
2021
Q1 		$1.66M Buy
120,568
+66,656
+124% +$803K 0.01% 289
2020
Q4 		$526K Buy
+53,912
New +$469K ﹤0.01% 454
2020
Q1 		– Sell
-68,563
Closed -$785K – 603
2019
Q4 		$785K Buy
+68,563
New +$789K 0.01% 354

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 $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Ray Dalio's VLY Position: Q1 2026 in Review

Ray Dalio increased its Valley National Bancorp (VLY) stake by 0.29% in Q1 2026, buying an estimated $52.5K and bringing the position to 1,470,218 shares worth $18.1M. The position accounts for 0.08% of the portfolio, ranked #175.

Ray Dalio first reported a position in VLY in Q4 2019 and has held it in 13 quarters since. 465 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Ray Dalio held 1,470,218 shares of Valley National Bancorp worth $18.1M as of Q1 2026.
  • Ray Dalio bought 4,219 Valley National Bancorp shares in Q1 2026, an estimated $52.5K.
  • Valley National Bancorp made up 0.08% of Ray Dalio's portfolio in Q1 2026, its #175 holding.
  • Ray Dalio first reported a position in Valley National Bancorp in Q4 2019 and has held it in 13 quarters since.
  • 465 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.