UFF
VLY icon

USA Financial Formulas’s Valley National Bancorp VLY Stock Holding History

USA Financial Formulas’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 		$95.4K Buy
6,510
+241
+4% +$3.27K 0.02% 184
2026
Q1 		$77K Buy
+6,269
New +$78K 0.01% 182

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

USA Financial Formulas's VLY Position: Q2 2026 in Review

USA Financial Formulas increased its Valley National Bancorp (VLY) stake by 3.8% in Q2 2026, buying an estimated $3.27K and bringing the position to 6,510 shares worth $95.4K. The position accounts for 0.02% of the portfolio, ranked #184.

USA Financial Formulas first reported a position in VLY in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • USA Financial Formulas held 6,510 shares of Valley National Bancorp worth $95.4K as of Q2 2026.
  • USA Financial Formulas bought 241 Valley National Bancorp shares in Q2 2026, an estimated $3.27K.
  • Valley National Bancorp made up 0.02% of USA Financial Formulas's portfolio in Q2 2026, its #184 holding.
  • USA Financial Formulas first reported a position in Valley National Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.