Wellington Management Group
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Wellington Management Group’s Valley National Bancorp VLY Stock Holding History

Wellington Management Group’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 		$294M Buy
20,091,604
+4,576,448
+29% +$62.2M 0.05% 310
2026
Q1 		$191M Buy
15,515,156
+3,812,657
+33% +$47.5M 0.04% 390
2025
Q4 		$137M Sell
11,702,499
-4,549,642
-28% -$50.5M 0.02% 479
2025
Q3 		$172M Sell
16,252,141
-2,010,955
-11% -$20.1M 0.03% 419
2025
Q2 		$163M Buy
18,263,096
+2,473,074
+16% +$21.5M 0.03% 398
2025
Q1 		$140M Sell
15,790,022
-1,269,306
-7% -$12M 0.03% 435
2024
Q4 		$155M Buy
17,059,328
+8,088,466
+90% +$78.5M 0.03% 426
2024
Q3 		$81.3M Buy
8,970,862
+7,118,044
+384% +$57.8M 0.01% 582
2024
Q2 		$12.9M Sell
1,852,818
-270,732
-13% -$1.98M ﹤0.01% 1086
2024
Q1 		$16.9M Buy
2,123,550
+1,080,052
+104% +$9.62M ﹤0.01% 987
2023
Q4 		$11.3M Sell
1,043,498
-3,400,045
-77% -$30.5M ﹤0.01% 1077
2023
Q3 		$38M Buy
4,443,543
+2,301,128
+107% +$20.9M 0.01% 765
2023
Q2 		$16.6M Sell
2,142,415
-7,301,472
-77% -$58.1M ﹤0.01% 988
2023
Q1 		$87.3M Sell
9,443,887
-1,812,231
-16% -$20M 0.02% 577
2022
Q4 		$127M Buy
11,256,118
+372,781
+3% +$4.39M 0.03% 480
2022
Q3 		$118M Buy
10,883,337
+2,186,757
+25% +$25.2M 0.03% 473
2022
Q2 		$90.5M Sell
8,696,580
-172,511
-2% -$2.05M 0.02% 556
2022
Q1 		$115M Buy
8,869,091
+5,374,624
+154% +$74.9M 0.02% 558
2021
Q4 		$48M Buy
3,494,467
+1,284,121
+58% +$17.8M 0.01% 841
2021
Q3 		$29.4M Sell
2,210,346
-756,511
-25% -$9.77M 0.01% 973
2021
Q2 		$39.8M Buy
2,966,857
+945,342
+47% +$13.2M 0.01% 897
2021
Q1 		$27.8M Buy
+2,021,515
New +$24.4M ﹤0.01% 986
2019
Q3 		– Sell
-441,904
Closed -$4.76M – 2121
2019
Q2 		$4.76M Buy
+441,904
New +$4.53M ﹤0.01% 1388
2018
Q3 		– Sell
-43,671
Closed -$531K – 2317
2018
Q2 		$531K Sell
43,671
-7,985
-15% -$101K ﹤0.01% 2030
2018
Q1 		$644K Buy
+51,656
New +$644K ﹤0.01% 1979

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group's VLY Position: Q2 2026 in Review

Wellington Management Group increased its Valley National Bancorp (VLY) stake by 29% in Q2 2026, buying an estimated $62.2M and bringing the position to 20,091,604 shares worth $294M. The position accounts for 0.05% of the portfolio, ranked #310.

Wellington Management Group first reported a position in VLY in Q1 2018 and has held it in 25 quarters since. 472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Wellington Management Group held 20,091,604 shares of Valley National Bancorp worth $294M as of Q2 2026.
  • Wellington Management Group bought 4,576,448 Valley National Bancorp shares in Q2 2026, an estimated $62.2M.
  • Valley National Bancorp made up 0.05% of Wellington Management Group's portfolio in Q2 2026, its #310 holding.
  • Wellington Management Group first reported a position in Valley National Bancorp in Q1 2018 and has held it in 25 quarters since.
  • 472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

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