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
2025 Q1	–	Sell	-187,500	Closed	-$1.7M	–	2081
2024 Q4	$1.7M	Buy	+187,500	New	+$1.82M	0.02%	749
2024 Q1	–	Sell	-1,000,000	Closed	-$10.9M	–	1692
2023 Q4	$10.9M	Buy	1,000,000 +900,000	+900%	+$8.07M	0.15%	171
2023 Q3	$856K	Buy	+100,000	New	+$907K	0.01%	801

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 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

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. 463 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.
463 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.