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Ritholtz Wealth Management’s Valley National Bancorp VLY Stock Holding History

Ritholtz Wealth Management’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 		$359K Buy
24,500
+638
+3% +$8.67K 0.01% 978
2026
Q1 		$293K Buy
23,862
+7,210
+43% +$89.8K 0.01% 988
2025
Q4 		$194K Buy
16,652
+888
+6% +$9.85K ﹤0.01% 1069
2025
Q3 		$167K Buy
+15,764
New +$158K ﹤0.01% 999

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

Ritholtz Wealth Management's VLY Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Valley National Bancorp (VLY) stake by 2.7% in Q2 2026, buying an estimated $8.67K and bringing the position to 24,500 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #978.

Ritholtz Wealth Management first reported a position in VLY in Q3 2025 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Ritholtz Wealth Management held 24,500 shares of Valley National Bancorp worth $359K as of Q2 2026.
  • Ritholtz Wealth Management bought 638 Valley National Bancorp shares in Q2 2026, an estimated $8.67K.
  • Valley National Bancorp made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #978 holding.
  • Ritholtz Wealth Management first reported a position in Valley National Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.