Algert Global’s Valley National Bancorp VLY Stock Holding History

Algert Global’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	$9.12M	Hold	742,442	–	–	0.14%	231
2025 Q4	$8.67M	Sell	742,442 -94,430	-11%	-$1.05M	0.14%	253
2025 Q3	$8.87M	Sell	836,872 -711,748	-46%	-$7.11M	0.15%	220
2025 Q2	$13.8M	Buy	1,548,620 +168,531	+12%	+$1.46M	0.29%	65
2025 Q1	$12.3M	Buy	1,380,089 +1,298,597	+1,594%	+$12.3M	0.3%	56
2024 Q4	$738K	Buy	+81,492	New	+$790K	0.02%	848
2024 Q3	–	Sell	-221,840	Closed	-$1.55M	–	1600
2024 Q2	$1.55M	Buy	221,840 +118,551	+115%	+$866K	0.05%	548
2024 Q1	$822K	Buy	+103,289	New	+$920K	0.03%	663

Other funds holding VLY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return