Capital Fund Management (CFM)
VLY icon

Capital Fund Management (CFM)’s Valley National Bancorp VLY Stock Holding History

Capital Fund Management (CFM)’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
2024
Q1 		– Sell
-20,900
Closed -$227K – 2292
2023
Q4 		$227K Sell
20,900
-31,800
-60% -$285K ﹤0.01% 2067
2023
Q3 		$451K Buy
+52,700
New +$478K ﹤0.01% 1812

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
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
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

Capital Fund Management (CFM)'s VLY Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its Valley National Bancorp (VLY) stake by 27% in Q1 2026, selling an estimated $936K and leaving 199,089 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #1263.

Capital Fund Management (CFM) first reported a position in VLY in Q1 2017 and has held it in 10 quarters since. The position peaked at $4.62M in Q2 2024. 464 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Capital Fund Management (CFM) held 199,089 shares of Valley National Bancorp worth $2.44M as of Q1 2026.
  • Capital Fund Management (CFM) sold 75,197 Valley National Bancorp shares in Q1 2026, an estimated $936K.
  • Valley National Bancorp made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1263 holding.
  • Capital Fund Management (CFM) first reported a position in Valley National Bancorp in Q1 2017 and has held it in 10 quarters since.
  • Capital Fund Management (CFM)'s Valley National Bancorp position peaked at $4.62M in Q2 2024.
  • 464 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.