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Ray Dalio’s VLY Holdings & Trades

First Buy
Q4 2019
Duration Held
15 Quarters
Largest Add
Q4 2025
+735,825 Shares
Current Position
1.47 M Shares
$18.05 M Value

Ray Dalio's VLY Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 1.47 M shares of Valley National Bancorp (VLY) worth $18.05 M, representing 0.08% of the portfolio. First purchased in 2019-Q4, this medium-term investment has been held for 15 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in VLY, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 735,825 shares. Largest reduction occurred in Q1 2023, reducing 185,204 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's Valley National Ban (VLY) Holding Value Over Time

Track share changes against reported price movement

Quarterly Valley National Ban (VLY) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +4,219 Add 0.29% 1.47 M $12.28
Q4 2025 +735,825 Add 100.77% 1.47 M $11.68
Q3 2025 +730,174 New Buy 730,174 $10.60
Q1 2023 -185,204 Sold Out 0 $0.00
Q4 2022 +61,271 Add 49.44% 185,204 $11.31
Q3 2022 +90,939 Add 275.62% 123,933 $10.80
Q2 2022 -12,520 Reduce 27.51% 32,994 $10.40
Q1 2022 -27,577 Reduce 37.73% 45,514 $13.03
Q4 2021 -88,200 Reduce 54.68% 73,091 $13.75
Q3 2021 +23,354 Add 16.93% 161,291 $13.31
Q2 2021 +17,369 Add 14.41% 137,937 $13.43
Q1 2021 +66,656 Add 123.64% 120,568 $13.74
Q4 2020 +53,912 New Buy 53,912 $9.76
Q1 2020 -68,563 Sold Out 0 $0.00
Q4 2019 +68,563 New Buy 68,563 $11.45

Ray Dalio's Valley National Ban Investment FAQs

Ray Dalio first purchased Valley National Bancorp (VLY) in Q4 2019, acquiring 68,563 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held Valley National Bancorp (VLY) for 15 quarters since Q4 2019.

Ray Dalio's largest addition to Valley National Bancorp (VLY) was in Q4 2025, adding 1,465,999 shares worth $17.12 M.

According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 1,470,218 shares of Valley National Bancorp (VLY), valued at approximately $18.05 M.

As of the Q1 2026 filing, Valley National Bancorp (VLY) represents approximately 0.08% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in Valley National Bancorp (VLY) was 1,470,218 shares, as reported at the end of Q1 2026.