Alpine Woods Capital Investors’s Valley National Bancorp VLY Stock Holding History

Alpine Woods Capital Investors’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	$330K	Buy	+26,879	New	+$335K	0.08%	130
2018 Q1	–	Sell	-15,604	Closed	-$175K	–	439
2017 Q4	$175K	Hold	15,604	–	–	0.01%	423
2017 Q3	$188K	Sell	15,604 -4,690	-23%	-$54K	0.01%	428
2017 Q2	$240K	Sell	20,294 -3,404	-14%	-$39.9K	0.01%	396
2017 Q1	$280K	Sell	23,698 -13,263	-36%	-$159K	0.01%	380
2016 Q4	$430K	Sell	36,961 -15,268	-29%	-$163K	0.02%	326
2016 Q3	$508K	Sell	52,229 -23,838	-31%	-$223K	0.03%	307
2016 Q2	$694K	Sell	76,067 -26,000	-25%	-$243K	0.04%	275
2016 Q1	$974K	Sell	102,067 -46,011	-31%	-$418K	0.06%	236
2015 Q4	$1.46M	Sell	148,078 -16,165	-10%	-$168K	0.08%	210
2015 Q3	$1.62M	Hold	164,243	–	–	0.09%	207
2015 Q2	$1.69M	Hold	164,243	–	–	0.09%	203
2015 Q1	$1.55M	Sell	164,243 -2,707	-2%	-$25.6K	0.08%	217
2014 Q4	$1.62M	Buy	166,950 +101,404	+155%	+$982K	0.08%	204
2014 Q3	$630K	Sell	65,546 -8,043	-11%	-$79.3K	0.03%	302
2014 Q2	$729	Sell	73,589 -24,728	-25%	-$248K	0.02%	268
2014 Q1	$1.02M	Sell	98,317 -20,000	-17%	-$200K	0.06%	208
2013 Q4	$1.2M	Sell	118,317 -11,206	-9%	-$112K	0.07%	191
2013 Q3	$1.29M	Sell	129,523 -3,000	-2%	-$30.3K	0.08%	173
2013 Q2	$1.25M	Buy	+132,523	New	+$1.24M	0.08%	166

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 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

Alpine Woods Capital Investors's VLY Position: Q1 2026 in Review

Alpine Woods Capital Investors opened a new position in Valley National Bancorp (VLY) in Q1 2026: 26,879 shares worth $330K. The stake represents 0.08% of the portfolio and ranks #130 among its holdings. This is a return to the name: Alpine Woods Capital Investors previously reported a position in VLY as recently as Q4 2017.

Alpine Woods Capital Investors first reported a position in VLY in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.69M in Q2 2015. 465 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

Alpine Woods Capital Investors held 26,879 shares of Valley National Bancorp worth $330K as of Q1 2026.
Valley National Bancorp was a new Alpine Woods Capital Investors position in Q1 2026.
Valley National Bancorp made up 0.08% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #130 holding.
Alpine Woods Capital Investors first reported a position in Valley National Bancorp in Q2 2013 and has held it in 20 quarters since.
Alpine Woods Capital Investors's Valley National Bancorp position peaked at $1.69M in Q2 2015.
465 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.