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Rothschild Investment LLC’s Valley National Bancorp VLY Stock Holding History

Rothschild Investment LLC’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 		$430K Buy
29,329
+2,025
+7% +$27.5K 0.02% 649
2026
Q1 		$335K Buy
27,304
+13,712
+101% +$171K 0.02% 519
2025
Q4 		$159K Buy
13,592
+923
+7% +$10.2K 0.01% 693
2025
Q3 		$134K Buy
12,669
+11,689
+1,193% +$117K 0.01% 724
2025
Q2 		$8.75K Buy
980
+250
+34% +$2.17K ﹤0.01% 1271
2025
Q1 		$6.49K Buy
730
+10
+1% +$95 ﹤0.01% 1320
2024
Q4 		$6.52K Buy
720
+205
+40% +$1.99K ﹤0.01% 1262
2024
Q3 		$4.67K Buy
515
+350
+212% +$2.84K ﹤0.01% 1321
2024
Q2 		$1.15K Buy
165
+120
+267% +$877 ﹤0.01% 1587
2024
Q1 		$358 Buy
+45
New +$401 ﹤0.01% 1481

Other funds holding VLY

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rothschild Investment LLC's VLY Position: Q2 2026 in Review

Rothschild Investment LLC increased its Valley National Bancorp (VLY) stake by 7.4% in Q2 2026, buying an estimated $27.5K and bringing the position to 29,329 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #649.

Rothschild Investment LLC first reported a position in VLY in Q1 2024 and has held it in 10 quarters since. 192 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Rothschild Investment LLC held 29,329 shares of Valley National Bancorp worth $430K as of Q2 2026.
  • Rothschild Investment LLC bought 2,025 Valley National Bancorp shares in Q2 2026, an estimated $27.5K.
  • Valley National Bancorp made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #649 holding.
  • Rothschild Investment LLC first reported a position in Valley National Bancorp in Q1 2024 and has held it in 10 quarters since.
  • 192 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.