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Weiss Asset Management’s Valley National Bancorp VLY Stock Holding History

Weiss 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 		$2.99M Buy
+204,016
New +$2.77M 0.03% 294
2026
Q1 		– Sell
-335,536
Closed -$3.92M – 805
2025
Q4 		$3.92M Buy
+335,536
New +$3.72M 0.05% 226
2024
Q4 		– Sell
-52,978
Closed -$480K – 882
2024
Q3 		$480K Buy
+52,978
New +$430K 0.01% 511

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 $3.38T AUM 44.17% 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

Weiss Asset Management's VLY Position: Q2 2026 in Review

Weiss Asset Management opened a new position in Valley National Bancorp (VLY) in Q2 2026: 204,016 shares worth $2.99M. The stake represents 0.03% of the portfolio and ranks #294 among its holdings. This is a return to the name: Weiss Asset Management previously reported a position in VLY as recently as Q4 2025.

Weiss Asset Management first reported a position in VLY in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.92M in Q4 2025. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Weiss Asset Management held 204,016 shares of Valley National Bancorp worth $2.99M as of Q2 2026.
  • Valley National Bancorp was a new Weiss Asset Management position in Q2 2026.
  • Valley National Bancorp made up 0.03% of Weiss Asset Management's portfolio in Q2 2026, its #294 holding.
  • Weiss Asset Management first reported a position in Valley National Bancorp in Q3 2024 and has held it in 3 quarters since.
  • Weiss Asset Management's Valley National Bancorp position peaked at $3.92M in Q4 2025.
  • 474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.