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Zacks Investment Management’s Valley National Bancorp VLY Stock Holding History

Zacks Investment 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
Q1 		– Sell
-14,048
Closed -$164K – 821
2025
Q4 		$164K Buy
+14,048
New +$156K ﹤0.01% 686
2025
Q3 		– Sell
-10,905
Closed -$97.4K – 848
2025
Q2 		$97.4K Buy
10,905
+888
+9% +$7.71K ﹤0.01% 665
2025
Q1 		$89K Buy
+10,017
New +$94.7K ﹤0.01% 633
2023
Q3 		– Sell
-10,666
Closed -$82.7K – 712
2023
Q2 		$82.7K Buy
+10,666
New +$84.8K ﹤0.01% 617

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Zacks Investment Management's VLY Position: Q1 2026 in Review

Zacks Investment Management sold out of Valley National Bancorp (VLY) in Q1 2026, closing a stake of 14,048 shares — an estimated $164K sold.

Zacks Investment Management first reported a position in VLY in Q2 2023 and held it in 4 quarters. The position peaked at $164K in Q4 2025. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Zacks Investment Management reported no remaining Valley National Bancorp position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 14,048 Valley National Bancorp shares in Q1 2026, an estimated $164K.
  • Zacks Investment Management first reported a position in Valley National Bancorp in Q2 2023 and held it in 4 quarters.
  • Zacks Investment Management's Valley National Bancorp position peaked at $164K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.