SS
VLY icon

Sunbelt Securities’s Valley National Bancorp VLY Stock Holding History

Sunbelt Securities’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 		$2.97K Hold
242
– – ﹤0.01% 1815
2025
Q4 		$2.83K Hold
242
– – ﹤0.01% 1788
2025
Q3 		$2.56K Buy
+242
New +$2.42K ﹤0.01% 1797

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Sunbelt Securities's VLY Position: Q1 2026 in Review

Sunbelt Securities held its Valley National Bancorp (VLY) position steady in Q1 2026 at 242 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Sunbelt Securities first reported a position in VLY in Q3 2025 and has held it in 3 quarters since. 468 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Sunbelt Securities held 242 shares of Valley National Bancorp worth $2.97K as of Q1 2026.
  • Sunbelt Securities left its Valley National Bancorp share count unchanged in Q1 2026.
  • Valley National Bancorp made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1815 holding.
  • Sunbelt Securities first reported a position in Valley National Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 468 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.