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Summit Financial’s Valley National Bancorp VLY Stock Holding History

Summit Financial’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
Q1 		$244K Buy
19,712
+878
+5% +$10.9K ﹤0.01% 1272
2025
Q4 		$222K Hold
18,834
– – ﹤0.01% 1204
2025
Q3 		$200K Hold
18,834
– – ﹤0.01% 1202
2025
Q2 		$170K Buy
18,834
+280
+2% +$2.43K ﹤0.01% 789
2025
Q1 		$165K Buy
18,554
+11
+0.1% +$104 ﹤0.01% 696
2024
Q4 		$170K Sell
18,543
-618
-3% -$6K 0.01% 625
2024
Q3 		$176K Buy
19,161
+45
+0.2% +$366 0.01% 532
2024
Q2 		$136K Buy
+19,116
New +$140K 0.01% 484

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Summit Financial's VLY Position: Q1 2026 in Review

Summit Financial increased its Valley National Bancorp (VLY) stake by 4.7% in Q1 2026, buying an estimated $10.9K and bringing the position to 19,712 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Summit Financial first reported a position in VLY in Q2 2024 and has held it in 8 quarters since. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Summit Financial held 19,712 shares of Valley National Bancorp worth $244K as of Q1 2026.
  • Summit Financial bought 878 Valley National Bancorp shares in Q1 2026, an estimated $10.9K.
  • Valley National Bancorp made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1272 holding.
  • Summit Financial first reported a position in Valley National Bancorp in Q2 2024 and has held it in 8 quarters since.
  • 463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.