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World Investment Advisors’s Valley National Bancorp VLY Stock Holding History

World Investment 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 		$1.83M Sell
148,575
-50,668
-25% -$688K 0.03% 501
2026
Q1 		$2.45M Buy
199,243
+116,826
+142% +$1.45M 0.04% 425
2025
Q4 		$963K Buy
82,417
+54,562
+196% +$605K 0.02% 699
2025
Q3 		$295K Hold
27,855
– – 0.01% 989
2025
Q2 		$249K Buy
+27,855
New +$242K 0.01% 1004

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

World Investment Advisors's VLY Position: Q2 2026 in Review

World Investment Advisors reduced its Valley National Bancorp (VLY) stake by 25% in Q2 2026, selling an estimated $688K and leaving 148,575 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #501.

World Investment Advisors first reported a position in VLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.45M in Q1 2026. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • World Investment Advisors held 148,575 shares of Valley National Bancorp worth $1.83M as of Q2 2026.
  • World Investment Advisors sold 50,668 Valley National Bancorp shares in Q2 2026, an estimated $688K.
  • Valley National Bancorp made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #501 holding.
  • World Investment Advisors first reported a position in Valley National Bancorp in Q2 2025 and has held it in 5 quarters since.
  • World Investment Advisors's Valley National Bancorp position peaked at $2.45M in Q1 2026.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

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