United Capital Financial Advisors’s Valley National Bancorp VLY Stock Holding History

United Capital Financial Advisors’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	$288K	Buy	23,473 +12,015	+105%	+$150K	﹤0.01%	1370
2025 Q4	$134K	Buy	+11,458	New	+$127K	﹤0.01%	1344
2024 Q1	–	Sell	-13,544	Closed	-$147K	–	1124
2023 Q4	$147K	Buy	+13,544	New	+$122K	﹤0.01%	1022
2018 Q4	–	Sell	-45,030	Closed	-$507K	–	1370
2018 Q3	$507K	Sell	45,030 -2,271	-5%	-$27.4K	﹤0.01%	967
2018 Q2	$575K	Sell	47,301 -2,759	-6%	-$34.8K	﹤0.01%	911
2018 Q1	$624K	Sell	50,060 -30,240	-38%	-$377K	﹤0.01%	899
2017 Q4	$901K	Sell	80,300 -9,084	-10%	-$105K	0.01%	811
2017 Q3	$1.08M	Buy	+89,384	New	+$1.03M	0.01%	760

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 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

United Capital Financial Advisors's VLY Position: Q1 2026 in Review

United Capital Financial Advisors increased its Valley National Bancorp (VLY) stake by 105% in Q1 2026, buying an estimated $150K and bringing the position to 23,473 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

United Capital Financial Advisors first reported a position in VLY in Q3 2017 and has held it in 8 quarters since. The position peaked at $1.08M in Q3 2017. 464 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

United Capital Financial Advisors held 23,473 shares of Valley National Bancorp worth $288K as of Q1 2026.
United Capital Financial Advisors bought 12,015 Valley National Bancorp shares in Q1 2026, an estimated $150K.
Valley National Bancorp made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1370 holding.
United Capital Financial Advisors first reported a position in Valley National Bancorp in Q3 2017 and has held it in 8 quarters since.
United Capital Financial Advisors's Valley National Bancorp position peaked at $1.08M in Q3 2017.
464 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

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