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

Artemis 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 Q3	$63.5M	Sell	5,032,506 -2,244,168	-31%	-$31.8M	0.55%	72
2026 Q2	$107M	Buy	7,276,674 +2,410,520	+50%	+$32.7M	0.95%	36
2026 Q1	$59.8M	Buy	4,866,154 +955,951	+24%	+$11.9M	0.63%	66
2025 Q4	$45.7M	Buy	3,910,203 +2,802,080	+253%	+$31.1M	0.55%	69
2025 Q3	$11.7M	Buy	+1,108,123	New	+$11.1M	0.15%	135

Other funds holding VLY

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Artemis Investment Management's VLY Position: Q3 2026 in Review

Artemis Investment Management reduced its Valley National Bancorp (VLY) stake by 31% in Q3 2026, selling an estimated $31.8M and leaving 5,032,506 shares worth $63.5M. The position accounts for 0.55% of the portfolio, ranked #72.

Artemis Investment Management first reported a position in VLY in Q3 2025 and has held it in 5 quarters since. The position peaked at $107M in Q2 2026. 35 funds tracked by Wall St. Rank hold VLY as of Q3 2026.

Artemis Investment Management held 5,032,506 shares of Valley National Bancorp worth $63.5M as of Q3 2026.
Artemis Investment Management sold 2,244,168 Valley National Bancorp shares in Q3 2026, an estimated $31.8M.
Valley National Bancorp made up 0.55% of Artemis Investment Management's portfolio in Q3 2026, its #72 holding.
Artemis Investment Management first reported a position in Valley National Bancorp in Q3 2025 and has held it in 5 quarters since.
Artemis Investment Management's Valley National Bancorp position peaked at $107M in Q2 2026.
35 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2026.

Based on Artemis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.