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Stephens Inc’s Valley National Bancorp VLY Stock Holding History

Stephens Inc’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
2025
Q4 		– Sell
-30,053
Closed -$319K – 1381
2025
Q3 		$319K Sell
30,053
-120
-0.4% -$1.2K ﹤0.01% 1022
2025
Q2 		$269K Buy
30,173
+200
+0.7% +$1.74K ﹤0.01% 1063
2025
Q1 		$266K Buy
+29,973
New +$283K ﹤0.01% 1037

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stephens Inc's VLY Position: Q4 2025 in Review

Stephens Inc sold out of Valley National Bancorp (VLY) in Q4 2025, closing a stake of 30,053 shares — an estimated $319K sold.

Stephens Inc first reported a position in VLY in Q1 2025 and held it in 3 quarters. The position peaked at $319K in Q3 2025. 456 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

  • Stephens Inc reported no remaining Valley National Bancorp position as of Q4 2025 after selling out during the quarter.
  • Stephens Inc sold 30,053 Valley National Bancorp shares in Q4 2025, an estimated $319K.
  • Stephens Inc first reported a position in Valley National Bancorp in Q1 2025 and held it in 3 quarters.
  • Stephens Inc's Valley National Bancorp position peaked at $319K in Q3 2025.
  • 456 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on Stephens Inc's 13F filing for Q4 2025, filed 5 Feb 2026.