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Bear Mountain Capital’s Valley National Bancorp VLY Stock Holding History

Bear Mountain 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 		$510 Hold
35
– – ﹤0.01% 160
2026
Q1 		$476 Hold
35
– – ﹤0.01% 155
2025
Q4 		$421 Hold
35
– – ﹤0.01% 158
2025
Q3 		$359 Buy
+35
New +$350 ﹤0.01% 224

Other funds holding VLY

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
HC
Hourglass Capital Houston, Texas $454M AUM 32.9% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Bear Mountain Capital's VLY Position: Q2 2026 in Review

Bear Mountain Capital held its Valley National Bancorp (VLY) position steady in Q2 2026 at 35 shares worth $510. The position accounts for ﹤0.01% of the portfolio, ranked #160.

Bear Mountain Capital first reported a position in VLY in Q3 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Bear Mountain Capital held 35 shares of Valley National Bancorp worth $510 as of Q2 2026.
  • Bear Mountain Capital left its Valley National Bancorp share count unchanged in Q2 2026.
  • Valley National Bancorp made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #160 holding.
  • Bear Mountain Capital first reported a position in Valley National Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.