Universal-Beteiligungs- und Servicegesellschaft’s Valley National Bancorp VLY Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$7.85M	Buy	535,933 +120,538	+29%	+$1.64M	0.01%	744
2026 Q1	$5.1M	Buy	415,395 +2,899	+0.7%	+$36.1K	0.01%	861
2025 Q4	$4.82M	Buy	412,496 +24,135	+6%	+$268K	0.01%	900
2025 Q3	$4.12M	Buy	388,361 +23,936	+7%	+$239K	0.01%	957
2025 Q2	$3.25M	Sell	364,425 -771	-0.2%	-$6.7K	0.01%	997
2025 Q1	$3.25M	Buy	365,196 +3,439	+1%	+$32.5K	0.01%	963
2024 Q4	$3.28M	Buy	+361,757	New	+$3.51M	0.01%	814

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 $3.38T AUM 44.17% 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

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Universal-Beteiligungs- und Servicegesellschaft's VLY Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Valley National Bancorp (VLY) stake by 29% in Q2 2026, buying an estimated $1.64M and bringing the position to 535,933 shares worth $7.85M. The position accounts for 0.01% of the portfolio, ranked #744.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in VLY in Q4 2024 and has held it in 7 quarters since. 476 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 535,933 shares of Valley National Bancorp worth $7.85M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 120,538 Valley National Bancorp shares in Q2 2026, an estimated $1.64M.
Valley National Bancorp made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #744 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Valley National Bancorp in Q4 2024 and has held it in 7 quarters since.
476 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.