AGC
VLY icon

Aspen Grove Capital’s Valley National Bancorp VLY Stock Holding History

Aspen Grove Capital’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
Q2 		$15.3M Sell
1,039,625
-41,275
-4% -$561K 2.21% 16
2026
Q1 		$13.4M Sell
1,080,900
-12,018
-1% -$150K 2.6% 14
2025
Q4 		$12.9M Sell
1,092,918
-17,473
-2% -$194K 2.23% 13
2025
Q3 		$11.9M Sell
1,110,391
-45,912
-4% -$459K 2% 13
2025
Q2 		$10.5M Hold
1,156,303
– – 1.78% 15
2025
Q1 		$10.4M Sell
1,156,303
-114,460
-9% -$1.08M 2% 11
2024
Q4 		$11.7M Sell
1,270,763
-9,500
-0.7% -$92.2K 2.47% 10
2024
Q3 		$11.7M Sell
1,280,263
-18,421
-1% -$150K 2.6% 9
2024
Q2 		$9.21M Buy
1,298,684
+1,254
+0.1% +$9.16K 2.17% 9
2024
Q1 		$10.5M Sell
1,297,430
-1,444
-0.1% -$12.9K 2.96% 9
2023
Q4 		$14.3M Sell
1,298,874
-36,582
-3% -$328K 4.34% 5
2023
Q3 		$11.6M Buy
1,335,456
+28,430
+2% +$258K 4.3% 5
2023
Q2 		$10.3M Buy
+1,307,026
New +$10.4M 3.32% 7

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Aspen Grove Capital's VLY Position: Q2 2026 in Review

Aspen Grove Capital reduced its Valley National Bancorp (VLY) stake by 3.8% in Q2 2026, selling an estimated $561K and leaving 1,039,625 shares worth $15.3M. The position accounts for 2.21% of the portfolio, ranked #16.

Aspen Grove Capital first reported a position in VLY in Q2 2023 and has held it in 13 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Aspen Grove Capital held 1,039,625 shares of Valley National Bancorp worth $15.3M as of Q2 2026.
  • Aspen Grove Capital sold 41,275 Valley National Bancorp shares in Q2 2026, an estimated $561K.
  • Valley National Bancorp made up 2.21% of Aspen Grove Capital's portfolio in Q2 2026, its #16 holding.
  • Aspen Grove Capital first reported a position in Valley National Bancorp in Q2 2023 and has held it in 13 quarters since.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.