Valley Wealth Managers’s Valley National Bancorp VLY Stock Holding History

Valley Wealth Managers’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	$691K	Sell	56,231 -173	-0.3%	-$2.15K	0.04%	147
2025 Q4	$659K	Buy	56,404 +43	+0.1%	+$477	0.04%	153
2025 Q3	$597K	Buy	56,361 +49	+0.1%	+$490	0.04%	158
2025 Q2	$503K	Hold	56,312	–	–	0.04%	160
2025 Q1	$501K	Hold	56,312	–	–	0.04%	160
2024 Q4	$510K	Hold	56,312	–	–	0.04%	157
2024 Q3	$510K	Hold	56,312	–	–	0.04%	157
2024 Q2	$393K	Sell	56,312 -2,007	-3%	-$14.7K	0.03%	162
2024 Q1	$464K	Sell	58,319 -1,958	-3%	-$17.4K	0.04%	149
2023 Q4	$655K	Hold	60,277	–	–	0.05%	134
2023 Q3	$516K	Hold	60,277	–	–	0.04%	144
2023 Q2	$467K	Sell	60,277 -48,925	-45%	-$389K	0.04%	123
2023 Q1	$1.01M	Buy	109,202 +48,098	+79%	+$532K	0.09%	107
2022 Q4	$691K	Sell	61,104 -9,813	-14%	-$116K	0.06%	119
2022 Q3	$765K	Sell	70,917 -500	-0.7%	-$5.77K	0.08%	115
2022 Q2	$744K	Sell	71,417 -4,420	-6%	-$52.5K	0.07%	118
2022 Q1	$988K	Hold	75,837	–	–	0.08%	108
2021 Q4	$1.04M	Sell	75,837 -10,420	-12%	-$145K	0.08%	108
2021 Q3	$1.15M	Hold	86,257	–	–	0.1%	106
2021 Q2	$1.16M	Hold	86,257	–	–	0.1%	106
2021 Q1	$1.19M	Sell	86,257 -20,000	-19%	-$241K	0.11%	105
2020 Q4	$1.04M	Sell	106,257 -92,081	-46%	-$801K	0.1%	108
2020 Q3	$1.36M	Hold	198,338	–	–	0.15%	98
2020 Q2	$1.55M	Sell	198,338 -10,446	-5%	-$80.2K	0.17%	95
2020 Q1	$1.53M	Sell	208,784 -4,673	-2%	-$45.7K	0.2%	86
2019 Q4	$2.44M	Sell	213,457 -8,234	-4%	-$94.8K	0.24%	82
2019 Q3	$2.41M	Sell	221,691 -27,642	-11%	-$296K	0.26%	70
2019 Q2	$2.69M	Sell	249,333 -582	-0.2%	-$5.96K	0.29%	62
2019 Q1	$2.39M	Buy	249,915 +60,308	+32%	+$614K	0.26%	62
2018 Q4	$1.68M	Buy	189,607 +38,162	+25%	+$385K	0.22%	68
2018 Q3	$1.7M	Buy	151,445 +595	+0.4%	+$7.18K	0.2%	64
2018 Q2	$1.83M	Buy	150,850 +755	+0.5%	+$9.52K	0.22%	61
2018 Q1	$1.87M	Sell	150,095 -2,945	-2%	-$36.7K	0.23%	62
2017 Q4	$1.72M	Buy	153,040 +765	+0.5%	+$8.87K	0.21%	71
2017 Q3	$1.83M	Buy	152,275 +7,279	+5%	+$83.9K	0.23%	61
2017 Q2	$1.71M	Sell	144,996 -577	-0.4%	-$6.75K	0.23%	63
2017 Q1	$1.72M	Sell	145,573 -8,898	-6%	-$107K	0.23%	67
2016 Q4	$1.8M	Sell	154,471 -3,167	-2%	-$33.9K	0.26%	60
2016 Q3	$1.53M	Sell	157,638 -64,930	-29%	-$606K	0.23%	65
2016 Q2	$2.03M	Buy	222,568 +113,986	+105%	+$1.07M	0.31%	51
2016 Q1	$1.04M	Buy	108,582 +73,744	+212%	+$670K	0.18%	77
2015 Q4	$343K	Sell	34,838 -10,150	-23%	-$105K	0.06%	92
2015 Q3	$443K	Sell	44,988 -8,500	-16%	-$83.6K	0.08%	86
2015 Q2	$551K	Sell	53,488 -42,689	-44%	-$416K	0.1%	87
2015 Q1	$908K	Buy	96,177 +7,336	+8%	+$69.4K	0.16%	83
2014 Q4	$863K	Sell	88,841 -4,551	-5%	-$44.1K	0.15%	83
2014 Q3	$905K	Buy	93,392 +149	+0.2%	+$1.47K	0.17%	77
2014 Q2	$924K	Sell	93,243 -13,049	-12%	-$131K	0.18%	73
2014 Q1	$1.11M	Buy	106,292 +2,549	+2%	+$25.5K	0.22%	51
2013 Q4	$1.05M	Sell	103,743 -4,214	-4%	-$42.3K	0.22%	51
2013 Q3	$1.07M	Buy	107,957 +33,465	+45%	+$338K	0.23%	49
2013 Q2	$705K	Buy	+74,492	New	+$696K	0.16%	61

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

Valley Wealth Managers's VLY Position: Q1 2026 in Review

Valley Wealth Managers reduced its Valley National Bancorp (VLY) stake by 0.31% in Q1 2026, selling an estimated $2.15K and leaving 56,231 shares worth $691K. The position accounts for 0.04% of the portfolio, ranked #147.

Valley Wealth Managers first reported a position in VLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.69M in Q2 2019. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

Valley Wealth Managers held 56,231 shares of Valley National Bancorp worth $691K as of Q1 2026.
Valley Wealth Managers sold 173 Valley National Bancorp shares in Q1 2026, an estimated $2.15K.
Valley National Bancorp made up 0.04% of Valley Wealth Managers's portfolio in Q1 2026, its #147 holding.
Valley Wealth Managers first reported a position in Valley National Bancorp in Q2 2013 and has held it in 52 quarters since.
Valley Wealth Managers's Valley National Bancorp position peaked at $2.69M in Q2 2019.
463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.