Rockefeller Capital Management
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Rockefeller Capital Management’s Valley National Bancorp VLY Stock Holding History

Rockefeller Capital 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 		$588K Buy
40,145
+1,200
+3% +$16.3K ﹤0.01% 2006
2026
Q1 		$478K Sell
38,945
-40
-0.1% -$498 ﹤0.01% 2002
2025
Q4 		$455K Buy
38,985
+1,220
+3% +$13.5K ﹤0.01% 1959
2025
Q3 		$400K Sell
37,765
-109
-0.3% -$1.09K ﹤0.01% 1878
2025
Q2 		$338K Buy
37,874
+943
+3% +$8.19K ﹤0.01% 1638
2025
Q1 		$328K Sell
36,931
-7,917
-18% -$74.9K ﹤0.01% 1582
2024
Q4 		$406K Buy
44,848
+1,024
+2% +$9.93K ﹤0.01% 1526
2024
Q3 		$397K Buy
43,824
+226
+0.5% +$1.84K ﹤0.01% 1498
2024
Q2 		$304K Buy
43,598
+192
+0.4% +$1.4K ﹤0.01% 1546
2024
Q1 		$346K Sell
43,406
-763,725
-95% -$6.81M ﹤0.01% 1557
2023
Q4 		$8.77M Buy
+807,131
New +$7.24M 0.03% 499
2023
Q3 		– Sell
-1,987,509
Closed -$15.4M – 1820
2023
Q2 		$15.4M Buy
+1,987,509
New +$15.8M 0.06% 336
2022
Q3 		– Sell
-500
Closed -$5K – 4408
2022
Q2 		$5K Buy
500
+202
+68% +$2.4K ﹤0.01% 3480
2022
Q1 		$3K Sell
298
-658
-69% -$9.17K ﹤0.01% 3536
2021
Q4 		$13K Buy
956
+924
+2,888% +$12.8K ﹤0.01% 2854
2021
Q3 		$0 Buy
+32
New +$413 ﹤0.01% 3857
2021
Q2 		– Sell
-504
Closed -$6K – 3618
2021
Q1 		$6K Sell
504
-80
-14% -$964 ﹤0.01% 2861
2020
Q4 		$5K Buy
584
+80
+16% +$696 ﹤0.01% 2450
2020
Q3 		$3K Hold
504
– – ﹤0.01% 2371
2020
Q2 		$4K Hold
504
– – ﹤0.01% 2178
2020
Q1 		$4K Buy
+504
New +$4.93K ﹤0.01% 2044
2019
Q4 		– Sell
-2,136
Closed -$23K – 2219
2019
Q3 		$23K Buy
+2,136
New +$22.9K ﹤0.01% 1183
2019
Q2 		– Sell
-1,990
Closed -$19K – 1994
2019
Q1 		$19K Buy
+1,990
New +$20.3K ﹤0.01% 1268

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

Rockefeller Capital Management's VLY Position: Q2 2026 in Review

Rockefeller Capital Management increased its Valley National Bancorp (VLY) stake by 3.1% in Q2 2026, buying an estimated $16.3K and bringing the position to 40,145 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

Rockefeller Capital Management first reported a position in VLY in Q1 2019 and has held it in 23 quarters since. The position peaked at $15.4M in Q2 2023. 473 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Rockefeller Capital Management held 40,145 shares of Valley National Bancorp worth $588K as of Q2 2026.
  • Rockefeller Capital Management bought 1,200 Valley National Bancorp shares in Q2 2026, an estimated $16.3K.
  • Valley National Bancorp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2006 holding.
  • Rockefeller Capital Management first reported a position in Valley National Bancorp in Q1 2019 and has held it in 23 quarters since.
  • Rockefeller Capital Management's Valley National Bancorp position peaked at $15.4M in Q2 2023.
  • 473 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.