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Waverly Advisors’s Valley National Bancorp VLY Stock Holding History

Waverly 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
Q2 		$319K Buy
21,744
+1,198
+6% +$16.3K ﹤0.01% 1385
2026
Q1 		$252K Buy
20,546
+1,124
+6% +$14K ﹤0.01% 1392
2025
Q4 		$227K Buy
19,422
+825
+4% +$9.15K ﹤0.01% 1339
2025
Q3 		$197K Buy
18,597
+2,532
+16% +$25.3K ﹤0.01% 1220
2025
Q2 		$143K Buy
16,065
+2,389
+17% +$20.7K ﹤0.01% 1152
2025
Q1 		$122K Buy
13,676
+657
+5% +$6.21K ﹤0.01% 1083
2024
Q4 		$118K Buy
+13,019
New +$126K ﹤0.01% 960
2015
Q4 		– Sell
-2,132
Closed -$21K – 385
2015
Q3 		$21K Buy
+2,132
New +$21K 0.01% 267

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

Waverly Advisors's VLY Position: Q2 2026 in Review

Waverly Advisors increased its Valley National Bancorp (VLY) stake by 5.8% in Q2 2026, buying an estimated $16.3K and bringing the position to 21,744 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Waverly Advisors first reported a position in VLY in Q3 2015 and has held it in 8 quarters since. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Waverly Advisors held 21,744 shares of Valley National Bancorp worth $319K as of Q2 2026.
  • Waverly Advisors bought 1,198 Valley National Bancorp shares in Q2 2026, an estimated $16.3K.
  • Valley National Bancorp made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1385 holding.
  • Waverly Advisors first reported a position in Valley National Bancorp in Q3 2015 and has held it in 8 quarters since.
  • 472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.