CIBC Private Wealth Group’s Valley National Bancorp VLY Stock Holding History

CIBC Private Wealth Group’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	$393K	Buy	33,646 +2,404	+8%	+$26.7K	﹤0.01%	955
2025 Q3	$331K	Buy	31,242 +4,509	+17%	+$45.1K	﹤0.01%	985
2025 Q2	$239K	Buy	26,733 +5,339	+25%	+$46.4K	﹤0.01%	1045
2025 Q1	$170K	Buy	21,394 +717	+3%	+$6.78K	﹤0.01%	1132
2024 Q4	$186K	Buy	20,677 +9,714	+89%	+$94.2K	﹤0.01%	1184
2024 Q3	$99.3K	Buy	10,963 +10,962	+1,096,200%	+$89K	﹤0.01%	1484
2024 Q2	$4	Hold	1	–	–	﹤0.01%	3134
2024 Q1	$5	Buy	+1	New	+$9	﹤0.01%	3055
2022 Q2	–	Sell	-20,904	Closed	-$272K	–	1313
2022 Q1	$272K	Buy	20,904 +206	+1%	+$2.87K	﹤0.01%	873
2021 Q4	$285K	Buy	20,698 +253	+1%	+$3.51K	﹤0.01%	894
2021 Q3	$272K	Buy	+20,445	New	+$264K	﹤0.01%	839

Other funds holding VLY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CIBC Private Wealth Group's VLY Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Valley National Bancorp (VLY) stake by 7.7% in Q4 2025, buying an estimated $26.7K and bringing the position to 33,646 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

CIBC Private Wealth Group first reported a position in VLY in Q3 2021 and has held it in 11 quarters since. 455 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

CIBC Private Wealth Group held 33,646 shares of Valley National Bancorp worth $393K as of Q4 2025.
CIBC Private Wealth Group bought 2,404 Valley National Bancorp shares in Q4 2025, an estimated $26.7K.
Valley National Bancorp made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #955 holding.
CIBC Private Wealth Group first reported a position in Valley National Bancorp in Q3 2021 and has held it in 11 quarters since.
455 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.