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Root Financial Partners’s Valley National Bancorp VLY Stock Holding History

Root Financial Partners’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 		– Sell
-3,976
Closed -$48.8K – 3100
2026
Q1 		$48.8K Buy
3,976
+2,227
+127% +$27.7K ﹤0.01% 886
2025
Q4 		$20.4K Buy
1,749
+287
+20% +$3.18K ﹤0.01% 1180
2025
Q3 		$15.5K Buy
+1,462
New +$14.6K ﹤0.01% 1244

Other funds holding VLY

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
HC
Hourglass Capital Houston, Texas $454M AUM 32.9% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Root Financial Partners's VLY Position: Q2 2026 in Review

Root Financial Partners sold out of Valley National Bancorp (VLY) in Q2 2026, closing a stake of 3,976 shares — an estimated $48.8K sold.

Root Financial Partners first reported a position in VLY in Q3 2025 and held it in 3 quarters. The position peaked at $48.8K in Q1 2026. 120 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Root Financial Partners reported no remaining Valley National Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,976 Valley National Bancorp shares in Q2 2026, an estimated $48.8K.
  • Root Financial Partners first reported a position in Valley National Bancorp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Valley National Bancorp position peaked at $48.8K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.