Trillium Asset Management’s Valley National Bancorp VLY Stock Holding History

Trillium Asset Management’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 Q2	$4.3M	Buy	+293,399	New	+$3.99M	0.13%	126

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Trillium Asset Management's VLY Position: Q2 2026 in Review

Trillium Asset Management opened a new position in Valley National Bancorp (VLY) in Q2 2026: 293,399 shares worth $4.3M. The stake represents 0.13% of the portfolio and ranks #126 among its holdings.

471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Trillium Asset Management held 293,399 shares of Valley National Bancorp worth $4.3M as of Q2 2026.
Valley National Bancorp was a new Trillium Asset Management position in Q2 2026.
Valley National Bancorp made up 0.13% of Trillium Asset Management's portfolio in Q2 2026, its #126 holding.
471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Trillium Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.