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

Callodine 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 Q2	$15.5M	Buy	+1,058,323	New	+$14.4M	1.01%	32

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Callodine Capital Management's VLY Position: Q2 2026 in Review

Callodine Capital Management opened a new position in Valley National Bancorp (VLY) in Q2 2026: 1,058,323 shares worth $15.5M. The stake represents 1.01% of the portfolio and ranks #32 among its holdings.

472 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Callodine Capital Management held 1,058,323 shares of Valley National Bancorp worth $15.5M as of Q2 2026.
Valley National Bancorp was a new Callodine Capital Management position in Q2 2026.
Valley National Bancorp made up 1.01% of Callodine Capital Management's portfolio in Q2 2026, its #32 holding.
472 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Callodine Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.