Raymond James Financial
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Raymond James Financial’s Valley National Bancorp VLY Stock Holding History

Raymond James Financial’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 		$4.46M Sell
363,526
-44,454
-11% -$553K ﹤0.01% 2687
2025
Q4 		$4.77M Buy
407,980
+151,491
+59% +$1.68M ﹤0.01% 2552
2025
Q3 		$2.72M Buy
256,489
+14,533
+6% +$145K ﹤0.01% 2927
2025
Q2 		$2.16M Buy
241,956
+384
+0.2% +$3.33K ﹤0.01% 3020
2025
Q1 		$2.15M Sell
241,572
-7,949
-3% -$75.2K ﹤0.01% 2932
2024
Q4 		$2.26M Buy
+249,521
New +$2.42M ﹤0.01% 2877

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 $552B AUM 44.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.88T AUM 44.46% 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

Raymond James Financial's VLY Position: Q1 2026 in Review

Raymond James Financial reduced its Valley National Bancorp (VLY) stake by 11% in Q1 2026, selling an estimated $553K and leaving 363,526 shares worth $4.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2687.

Raymond James Financial first reported a position in VLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.77M in Q4 2025. 466 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Raymond James Financial held 363,526 shares of Valley National Bancorp worth $4.46M as of Q1 2026.
  • Raymond James Financial sold 44,454 Valley National Bancorp shares in Q1 2026, an estimated $553K.
  • Valley National Bancorp made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2687 holding.
  • Raymond James Financial first reported a position in Valley National Bancorp in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Valley National Bancorp position peaked at $4.77M in Q4 2025.
  • 466 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.