Basswood Capital Management’s Valley National Bancorp VLY Stock Holding History

Basswood Capital 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 Q1	$14.5M	Sell	1,182,206 -472,671	-29%	-$5.88M	0.69%	47
2025 Q4	$19.3M	Sell	1,654,877 -280,752	-15%	-$3.12M	0.78%	44
2025 Q3	$20.5M	Buy	1,935,629 +804,688	+71%	+$8.04M	0.84%	42
2025 Q2	$10.1M	Hold	1,130,941	–	–	0.46%	62
2025 Q1	$10.1M	Sell	1,130,941 -944,814	-46%	-$8.94M	0.56%	62
2024 Q4	$18.8M	Sell	2,075,755 -65,462	-3%	-$635K	1.1%	34
2024 Q3	$19.4M	Buy	+2,141,217	New	+$17.4M	1%	40
2023 Q2	–	Sell	-961,391	Closed	-$8.88M	–	113
2023 Q1	$8.88M	Buy	+961,391	New	+$10.6M	0.62%	55
2020 Q4	–	Sell	-64,820	Closed	-$444K	–	91
2020 Q3	$444K	Hold	64,820	–	–	0.04%	79
2020 Q2	$507K	Hold	64,820	–	–	0.05%	77
2020 Q1	$474K	Sell	64,820 -1	-0%	-$10	0.06%	90
2019 Q4	$742K	Hold	64,821	–	–	0.05%	100
2019 Q3	$705K	Sell	64,821 -25,901	-29%	-$277K	0.05%	105
2019 Q2	$978K	Hold	90,722	–	–	0.06%	117
2019 Q1	$869K	Hold	90,722	–	–	0.06%	116
2018 Q4	$806K	Hold	90,722	–	–	0.05%	123
2018 Q3	$1.02M	Hold	90,722	–	–	0.05%	122
2018 Q2	$1.1M	Hold	90,722	–	–	0.05%	126
2018 Q1	$1.13M	Hold	90,722	–	–	0.05%	142
2017 Q4	$1.02M	Sell	90,722 -235,585	-72%	-$2.73M	0.05%	137
2017 Q3	$3.93M	Hold	326,307	–	–	0.18%	105
2017 Q2	$3.85M	Hold	326,307	–	–	0.19%	97
2017 Q1	$3.85M	Hold	326,307	–	–	0.2%	99
2016 Q4	$3.8M	Hold	326,307	–	–	0.17%	105
2016 Q3	$3.17M	Hold	326,307	–	–	0.15%	114
2016 Q2	$2.98M	Hold	326,307	–	–	0.17%	108
2016 Q1	$3.11M	Hold	326,307	–	–	0.17%	120
2015 Q4	$3.21M	Hold	326,307	–	–	0.17%	120
2015 Q3	$3.21M	Hold	326,307	–	–	0.16%	119
2015 Q2	$3.36M	Hold	326,307	–	–	0.16%	124
2015 Q1	$3.08M	Buy	326,307 +1	+0%	+$9	0.15%	129
2014 Q4	$3.17M	Sell	326,306 -766,887	-70%	-$7.43M	0.15%	125
2014 Q3	$10.6M	Buy	1,093,193 +766,887	+235%	+$7.56M	0.54%	63
2014 Q2	$3.23M	Hold	326,306	–	–	0.17%	121
2014 Q1	$3.4M	Hold	326,306	–	–	0.18%	114
2013 Q4	$3.3M	Hold	326,306	–	–	0.18%	107
2013 Q3	$3.25M	Hold	326,306	–	–	0.18%	116
2013 Q2	$3.09M	Buy	+326,306	New	+$3.05M	0.2%	117

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

Basswood Capital Management's VLY Position: Q1 2026 in Review

Basswood Capital Management reduced its Valley National Bancorp (VLY) stake by 29% in Q1 2026, selling an estimated $5.88M and leaving 1,182,206 shares worth $14.5M. The position accounts for 0.69% of the portfolio, ranked #47.

Basswood Capital Management first reported a position in VLY in Q2 2013 and has held it in 38 quarters since. The position peaked at $20.5M in Q3 2025. 464 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

Basswood Capital Management held 1,182,206 shares of Valley National Bancorp worth $14.5M as of Q1 2026.
Basswood Capital Management sold 472,671 Valley National Bancorp shares in Q1 2026, an estimated $5.88M.
Valley National Bancorp made up 0.69% of Basswood Capital Management's portfolio in Q1 2026, its #47 holding.
Basswood Capital Management first reported a position in Valley National Bancorp in Q2 2013 and has held it in 38 quarters since.
Basswood Capital Management's Valley National Bancorp position peaked at $20.5M in Q3 2025.
464 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Basswood Capital Management's 13F filing for Q1 2026, filed 15 May 2026.