Sequoia Financial Advisors’s Valley National Bancorp VLY Stock Holding History

Sequoia Financial Advisors’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	$1.1M	Buy	75,084 +13,729	+22%	+$186K	0.01%	900
2026 Q1	$753K	Buy	61,355 +6,951	+13%	+$86.5K	﹤0.01%	1027
2025 Q4	$635K	Buy	54,404 +19,119	+54%	+$212K	﹤0.01%	1138
2025 Q3	$374K	Buy	35,285 +8,915	+34%	+$89.1K	﹤0.01%	1275
2025 Q2	$235K	Buy	+26,370	New	+$229K	﹤0.01%	1397
2024 Q1	–	Sell	-42,385	Closed	-$460K	–	1290
2023 Q4	$460K	Buy	+42,385	New	+$380K	0.01%	761
2020 Q1	–	Sell	-37,839	Closed	-$433K	–	412
2019 Q4	$433K	Hold	37,839	–	–	0.03%	239
2019 Q3	$411K	Hold	37,839	–	–	0.03%	219
2019 Q2	$408K	Hold	37,839	–	–	0.03%	226
2019 Q1	$362K	Hold	37,839	–	–	0.03%	244
2018 Q4	$336K	Hold	37,839	–	–	0.04%	188
2018 Q3	$426K	Hold	37,839	–	–	0.04%	177
2018 Q2	$460K	Hold	37,839	–	–	0.05%	167
2018 Q1	$471K	Hold	37,839	–	–	0.05%	165
2017 Q4	$425K	Hold	37,839	–	–	0.04%	184
2017 Q3	$456K	Sell	37,839 -4,461	-11%	-$51.4K	0.05%	161
2017 Q2	$500K	Hold	42,300	–	–	0.06%	149
2017 Q1	$499K	Hold	42,300	–	–	0.06%	138
2016 Q4	$492K	Hold	42,300	–	–	0.07%	138
2016 Q3	$412K	Hold	42,300	–	–	0.08%	132
2016 Q2	$386K	Hold	42,300	–	–	0.11%	138
2016 Q1	$404K	Buy	+42,300	New	+$384K	0.13%	108

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sequoia Financial Advisors's VLY Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Valley National Bancorp (VLY) stake by 22% in Q2 2026, buying an estimated $186K and bringing the position to 75,084 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #900.

Sequoia Financial Advisors first reported a position in VLY in Q1 2016 and has held it in 22 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Sequoia Financial Advisors held 75,084 shares of Valley National Bancorp worth $1.1M as of Q2 2026.
Sequoia Financial Advisors bought 13,729 Valley National Bancorp shares in Q2 2026, an estimated $186K.
Valley National Bancorp made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #900 holding.
Sequoia Financial Advisors first reported a position in Valley National Bancorp in Q1 2016 and has held it in 22 quarters since.
471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.