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SYM Financial Corp’s Valley National Bancorp VLY Stock Holding History

SYM Financial Corp’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 		$274K Buy
22,336
+31
+0.1% +$386 0.03% 240
2025
Q4 		$261K Buy
22,305
+44
+0.2% +$488 0.03% 264
2025
Q3 		$236K Buy
22,261
+81
+0.4% +$809 0.03% 272
2025
Q2 		$198K Sell
22,180
-3,922
-15% -$34.1K 0.02% 312
2025
Q1 		$232K Buy
26,102
+4,547
+21% +$43K 0.03% 228
2024
Q4 		$195K Buy
21,555
+116
+0.5% +$1.13K 0.03% 240
2024
Q3 		$194K Buy
21,439
+140
+0.7% +$1.14K 0.03% 181
2024
Q2 		$149K Buy
+21,299
New +$156K 0.02% 170

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

SYM Financial Corp's VLY Position: Q1 2026 in Review

SYM Financial Corp increased its Valley National Bancorp (VLY) stake by 0.14% in Q1 2026, buying an estimated $386 and bringing the position to 22,336 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #240.

SYM Financial Corp first reported a position in VLY in Q2 2024 and has held it in 8 quarters since. 464 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • SYM Financial Corp held 22,336 shares of Valley National Bancorp worth $274K as of Q1 2026.
  • SYM Financial Corp bought 31 Valley National Bancorp shares in Q1 2026, an estimated $386.
  • Valley National Bancorp made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #240 holding.
  • SYM Financial Corp first reported a position in Valley National Bancorp in Q2 2024 and has held it in 8 quarters since.
  • 464 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.