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Retirement Income Solutions’s Valley National Bancorp VLY Stock Holding History

Retirement Income Solutions’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 		$521K Hold
42,438
– – 0.09% 91
2026
Q1 		$521K Buy
42,438
+5,341
+14% +$66.5K 0.09% 91
2025
Q4 		$433K Hold
37,097
– – 0.07% 99
2025
Q3 		$393K Buy
+37,097
New +$371K 0.07% 104

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 $3.37T AUM 44.26% 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

Retirement Income Solutions's VLY Position: Q2 2026 in Review

Retirement Income Solutions held its Valley National Bancorp (VLY) position steady in Q2 2026 at 42,438 shares worth $521K. The position accounts for 0.09% of the portfolio, ranked #91.

Retirement Income Solutions first reported a position in VLY in Q3 2025 and has held it in 4 quarters since. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Retirement Income Solutions held 42,438 shares of Valley National Bancorp worth $521K as of Q2 2026.
  • Retirement Income Solutions left its Valley National Bancorp share count unchanged in Q2 2026.
  • Valley National Bancorp made up 0.09% of Retirement Income Solutions's portfolio in Q2 2026, its #91 holding.
  • Retirement Income Solutions first reported a position in Valley National Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.