CI Investments Inc
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CI Investments Inc’s Valley National Bancorp VLY Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-31,813
Closed -$337K – 1234
2025
Q3 		$337K Sell
31,813
-4,207
-12% -$42K ﹤0.01% 591
2025
Q2 		$322K Sell
36,020
-2,535
-7% -$22K ﹤0.01% 615
2025
Q1 		$343K Buy
38,555
+3,962
+11% +$37.5K ﹤0.01% 602
2024
Q4 		$313K Buy
34,593
+25,278
+271% +$245K ﹤0.01% 618
2024
Q3 		$84K Buy
9,315
+651
+8% +$5.29K ﹤0.01% 896
2024
Q2 		$60K Sell
8,664
-1,703
-16% -$12.4K ﹤0.01% 935
2024
Q1 		$83K Buy
10,367
+3,383
+48% +$30.1K ﹤0.01% 937
2023
Q4 		$76K Buy
6,984
+1,256
+22% +$11.3K ﹤0.01% 905
2023
Q3 		$49K Sell
5,728
-4
-0.1% -$36 ﹤0.01% 972
2023
Q2 		$44K Buy
5,732
+305
+6% +$2.43K ﹤0.01% 977
2023
Q1 		$50K Buy
5,427
+429
+9% +$4.75K ﹤0.01% 901
2022
Q4 		$57K Buy
4,998
+1,120
+29% +$13.2K ﹤0.01% 895
2022
Q3 		$42K Sell
3,878
-195
-5% -$2.25K ﹤0.01% 870
2022
Q2 		$42K Sell
4,073
-3,132
-43% -$37.2K ﹤0.01% 856
2022
Q1 		$94K Hold
7,205
– – ﹤0.01% 870
2021
Q4 		$99K Sell
7,205
-4,224
-37% -$58.6K ﹤0.01% 902
2021
Q3 		$152K Buy
11,429
+602
+6% +$7.78K ﹤0.01% 779
2021
Q2 		$145K Buy
10,827
+4,061
+60% +$56.7K ﹤0.01% 803
2021
Q1 		$93K Buy
6,766
+105
+2% +$1.26K ﹤0.01% 784
2020
Q4 		$65K Buy
6,661
+1,396
+27% +$12.1K ﹤0.01% 802
2020
Q3 		$36K Buy
+5,265
New +$39.1K ﹤0.01% 770

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CI Investments Inc's VLY Position: Q4 2025 in Review

CI Investments Inc sold out of Valley National Bancorp (VLY) in Q4 2025, closing a stake of 31,813 shares — an estimated $337K sold.

CI Investments Inc first reported a position in VLY in Q3 2020 and held it in 21 quarters. The position peaked at $343K in Q1 2025. 457 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

  • CI Investments Inc reported no remaining Valley National Bancorp position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 31,813 Valley National Bancorp shares in Q4 2025, an estimated $337K.
  • CI Investments Inc first reported a position in Valley National Bancorp in Q3 2020 and held it in 21 quarters.
  • CI Investments Inc's Valley National Bancorp position peaked at $343K in Q1 2025.
  • 457 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.