Bailard’s Valley National Bancorp VLY Stock Holding History

Bailard’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	–	Sell	-14,200	Closed	-$166K	–	839
2025 Q4	$166K	Buy	+14,200	New	+$158K	﹤0.01%	726
2023 Q2	–	Sell	-22,759	Closed	-$210K	–	792
2023 Q1	$210K	Buy	+22,759	New	+$252K	0.01%	635
2020 Q1	–	Sell	-11,300	Closed	-$129K	–	575
2019 Q4	$129K	Buy	+11,300	New	+$130K	0.01%	522

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

Bailard's VLY Position: Q1 2026 in Review

Bailard sold out of Valley National Bancorp (VLY) in Q1 2026, closing a stake of 14,200 shares — an estimated $166K sold.

Bailard first reported a position in VLY in Q4 2019 and held it in 3 quarters. The position peaked at $210K in Q1 2023. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

Bailard reported no remaining Valley National Bancorp position as of Q1 2026 after selling out during the quarter.
Bailard sold 14,200 Valley National Bancorp shares in Q1 2026, an estimated $166K.
Bailard first reported a position in Valley National Bancorp in Q4 2019 and held it in 3 quarters.
Bailard's Valley National Bancorp position peaked at $210K in Q1 2023.
463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.