RA
VLY icon

Rise Advisors’s Valley National Bancorp VLY Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-2,114
Closed -$22.4K – 1380
2025
Q3 		$22.4K Hold
2,114
– – 0.01% 515
2025
Q2 		$18.9K Buy
2,114
+3
+0.1% +$26 0.01% 573
2025
Q1 		$18.8K Buy
+2,111
New +$20K 0.01% 534

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rise Advisors's VLY Position: Q4 2025 in Review

Rise Advisors sold out of Valley National Bancorp (VLY) in Q4 2025, closing a stake of 2,114 shares — an estimated $22.4K sold.

Rise Advisors first reported a position in VLY in Q1 2025 and held it in 3 quarters. The position peaked at $22.4K in Q3 2025. 457 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

  • Rise Advisors reported no remaining Valley National Bancorp position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 2,114 Valley National Bancorp shares in Q4 2025, an estimated $22.4K.
  • Rise Advisors first reported a position in Valley National Bancorp in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Valley National Bancorp position peaked at $22.4K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.