Raymond James Financial
VLY icon

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
Q2 		$5.06M Sell
345,444
-18,082
-5% -$246K ﹤0.01% 2719
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $66.6B AUM
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Raymond James Financial's VLY Position: Q2 2026 in Review

Raymond James Financial reduced its Valley National Bancorp (VLY) stake by 5% in Q2 2026, selling an estimated $246K and leaving 345,444 shares worth $5.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

Raymond James Financial first reported a position in VLY in Q4 2024 and has held it in 7 quarters since. 475 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Raymond James Financial held 345,444 shares of Valley National Bancorp worth $5.06M as of Q2 2026.
  • Raymond James Financial sold 18,082 Valley National Bancorp shares in Q2 2026, an estimated $246K.
  • Valley National Bancorp made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2719 holding.
  • Raymond James Financial first reported a position in Valley National Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 475 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.