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Bayforest Capital’s Valley National Bancorp VLY Stock Holding History

Bayforest 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 		$123K Sell
8,368
-1,513
-15% -$20.6K 0.11% 357
2026
Q1 		$121K Sell
9,881
-8,237
-45% -$103K 0.14% 297
2025
Q4 		$212K Sell
18,118
-24,449
-57% -$271K 0.16% 268
2025
Q3 		$451K Sell
42,567
-21,842
-34% -$218K 0.21% 168
2025
Q2 		$575K Buy
64,409
+4,409
+7% +$38.3K 0.25% 142
2025
Q1 		$533K Buy
60,000
+53,817
+870% +$509K 0.23% 149
2024
Q4 		$56K Buy
+6,183
New +$60K 0.07% 449

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

Bayforest Capital's VLY Position: Q2 2026 in Review

Bayforest Capital reduced its Valley National Bancorp (VLY) stake by 15% in Q2 2026, selling an estimated $20.6K and leaving 8,368 shares worth $123K. The position accounts for 0.11% of the portfolio, ranked #357.

Bayforest Capital first reported a position in VLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $575K in Q2 2025. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Bayforest Capital held 8,368 shares of Valley National Bancorp worth $123K as of Q2 2026.
  • Bayforest Capital sold 1,513 Valley National Bancorp shares in Q2 2026, an estimated $20.6K.
  • Valley National Bancorp made up 0.11% of Bayforest Capital's portfolio in Q2 2026, its #357 holding.
  • Bayforest Capital first reported a position in Valley National Bancorp in Q4 2024 and has held it in 7 quarters since.
  • Bayforest Capital's Valley National Bancorp position peaked at $575K in Q2 2025.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.