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Summit Securities Group’s Valley National Bancorp VLY Stock Holding History

Summit Securities Group’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
2024
Q4 		– Sell
-100,000
Closed -$906K – 916
2024
Q3 		$906K Sell
100,000
-100,000
-50% -$812K 0.24% 61
2024
Q2 		$1.4M Buy
200,000
+100,000
+100% +$730K 0.26% 53
2024
Q1 		$796K Buy
100,000
+97,000
+3,233% +$864K 0.13% 73
2023
Q4 		$33K Buy
+3,000
New +$26.9K ﹤0.01% 433

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit Securities Group's VLY Position: Q2 2026 in Review

Summit Securities Group opened a new position in Valley National Bancorp (VLY) in Q2 2026: 484 shares worth $7.09K. The stake represents ﹤0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in VLY as recently as Q2 2024.

Summit Securities Group first reported a position in VLY in Q3 2014 and has held it in 4 quarters since. The position peaked at $175K in Q2 2024. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Summit Securities Group held 484 shares of Valley National Bancorp worth $7.09K as of Q2 2026.
  • Valley National Bancorp was a new Summit Securities Group position in Q2 2026.
  • Valley National Bancorp made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #908 holding.
  • Summit Securities Group first reported a position in Valley National Bancorp in Q3 2014 and has held it in 4 quarters since.
  • Summit Securities Group's Valley National Bancorp position peaked at $175K in Q2 2024.
  • 474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.