Root Financial Partners
VLY icon

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
Q3 		$65.8K Buy
+5,215
New +$74K ﹤0.01% 941
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

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Root Financial Partners's VLY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Valley National Bancorp (VLY) in Q3 2026: 5,215 shares worth $65.8K. The stake represents ﹤0.01% of the portfolio and ranks #941 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VLY as recently as Q1 2026.

Root Financial Partners first reported a position in VLY in Q3 2025 and has held it in 4 quarters since. 382 funds tracked by Wall St. Rank hold VLY as of Q3 2026.

  • Root Financial Partners held 5,215 shares of Valley National Bancorp worth $65.8K as of Q3 2026.
  • Valley National Bancorp was a new Root Financial Partners position in Q3 2026.
  • Valley National Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #941 holding.
  • Root Financial Partners first reported a position in Valley National Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 382 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.