Caption Management’s Valley National Bancorp VLY Stock Holding History

Caption 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	–	Sell	-230,000	Closed	-$2.69M	–	2101
2025 Q4	$2.69M	Sell	230,000 -60,000	-21%	-$666K	0.02%	732
2025 Q3	$3.07M	Buy	290,000 +265,280	+1,073%	+$2.65M	0.02%	662
2025 Q2	$221K	Buy	+24,720	New	+$215K	﹤0.01%	1249
2025 Q1	–	Sell	-2,453	Closed	-$22.2K	–	2082
2024 Q4	$22.2K	Sell	2,453 -62,347	-96%	-$605K	﹤0.01%	1394
2024 Q3	$587K	Buy	+64,800	New	+$526K	0.01%	902
2023 Q1	–	Sell	-28,200	Closed	-$319K	–	1602
2022 Q4	$319K	Buy	28,200 +2,500	+10%	+$29.4K	0.01%	990
2022 Q3	$277K	Buy	25,700 +700	+3%	+$8.07K	﹤0.01%	1195
2022 Q2	$260K	Buy	25,000 +8,000	+47%	+$95K	﹤0.01%	1202
2022 Q1	$221K	Buy	+17,000	New	+$237K	﹤0.01%	1261

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

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

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

Caption Management's VLY Position: Q1 2026 in Review

Caption Management sold out of Valley National Bancorp (VLY) in Q1 2026, closing a stake of 230,000 shares — an estimated $2.69M sold.

Caption Management first reported a position in VLY in Q1 2022 and held it in 9 quarters. The position peaked at $3.07M in Q3 2025. 467 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

Caption Management reported no remaining Valley National Bancorp position as of Q1 2026 after selling out during the quarter.
Caption Management sold 230,000 Valley National Bancorp shares in Q1 2026, an estimated $2.69M.
Caption Management first reported a position in Valley National Bancorp in Q1 2022 and held it in 9 quarters.
Caption Management's Valley National Bancorp position peaked at $3.07M in Q3 2025.
467 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

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