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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.61T AUM 30.72% 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

Ritholtz Wealth Management's VLY Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Valley National Bancorp (VLY) stake by 43% in Q1 2026, buying an estimated $89.8K and bringing the position to 23,862 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #988.

Ritholtz Wealth Management first reported a position in VLY in Q3 2025 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Ritholtz Wealth Management held 23,862 shares of Valley National Bancorp worth $293K as of Q1 2026.
  • Ritholtz Wealth Management bought 7,210 Valley National Bancorp shares in Q1 2026, an estimated $89.8K.
  • Valley National Bancorp made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #988 holding.
  • Ritholtz Wealth Management first reported a position in Valley National Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.