AXQ Capital’s Valley National Bancorp VLY Stock Holding History

AXQ 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 Q1	$855K	Sell	69,646 -24,985	-26%	-$311K	0.11%	281
2025 Q4	$1.11M	Buy	94,631 +15,018	+19%	+$167K	0.25%	118
2025 Q3	$844K	Buy	79,613 +20,965	+36%	+$209K	0.32%	77
2025 Q2	$524K	Buy	+58,648	New	+$509K	0.17%	211
2025 Q1	–	Sell	-21,066	Closed	-$191K	–	694
2024 Q4	$191K	Buy	+21,066	New	+$204K	0.09%	339
2024 Q3	–	Sell	-12,785	Closed	-$89.2K	–	612
2024 Q2	$89.2K	Buy	12,785 +1,863	+17%	+$13.6K	0.02%	418
2024 Q1	$86.9K	Sell	10,922 -5,915	-35%	-$52.7K	0.02%	584
2023 Q4	$183K	Buy	+16,837	New	+$151K	0.05%	542
2023 Q2	–	Sell	-15,600	Closed	-$144K	–	582
2023 Q1	$144K	Buy	+15,600	New	+$173K	0.06%	428

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