Van Hulzen Asset Management’s Valley National Bancorp VLY Stock Holding History

Van Hulzen 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	$190K	Buy	13,000 +700	+6%	+$9.51K	0.01%	380
2026 Q1	$151K	Hold	12,300	–	–	0.01%	355
2025 Q4	$144K	Buy	+12,300	New	+$136K	0.01%	333
2025 Q3	–	Sell	-11,800	Closed	-$105K	–	349
2025 Q2	$105K	Hold	11,800	–	–	0.01%	317
2025 Q1	$105K	Buy	11,800 +1,000	+9%	+$9.46K	0.01%	304
2024 Q4	$97.8K	Buy	10,800 +600	+6%	+$5.82K	0.01%	400
2024 Q3	$92K	Hold	10,200	–	–	0.01%	314
2024 Q2	$71K	Sell	10,200 -1,600	-14%	-$11.7K	﹤0.01%	299
2024 Q1	$94K	Hold	11,800	–	–	0.01%	316
2023 Q4	$128K	Hold	11,800	–	–	0.01%	304
2023 Q3	$101K	Hold	11,800	–	–	0.01%	297
2023 Q2	$91K	Hold	11,800	–	–	0.01%	299
2023 Q1	$109K	Hold	11,800	–	–	0.01%	291
2022 Q4	$133K	Hold	11,800	–	–	0.02%	273
2022 Q3	$127K	Hold	11,800	–	–	0.02%	270
2022 Q2	$123K	Hold	11,800	–	–	0.01%	285
2022 Q1	$154K	Sell	11,800 -1,000	-8%	-$13.9K	0.02%	298
2021 Q4	$176K	Hold	12,800	–	–	0.02%	291
2021 Q3	$170K	Hold	12,800	–	–	0.03%	268
2021 Q2	$172K	Hold	12,800	–	–	0.03%	264
2021 Q1	$176K	Hold	12,800	–	–	0.03%	251
2020 Q4	$125K	Buy	+12,800	New	+$111K	0.02%	287

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

Van Hulzen Asset Management's VLY Position: Q2 2026 in Review

Van Hulzen Asset Management increased its Valley National Bancorp (VLY) stake by 5.7% in Q2 2026, buying an estimated $9.51K and bringing the position to 13,000 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #380.

Van Hulzen Asset Management first reported a position in VLY in Q4 2020 and has held it in 22 quarters since. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Van Hulzen Asset Management held 13,000 shares of Valley National Bancorp worth $190K as of Q2 2026.
Van Hulzen Asset Management bought 700 Valley National Bancorp shares in Q2 2026, an estimated $9.51K.
Valley National Bancorp made up 0.01% of Van Hulzen Asset Management's portfolio in Q2 2026, its #380 holding.
Van Hulzen Asset Management first reported a position in Valley National Bancorp in Q4 2020 and has held it in 22 quarters since.
472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

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