CIBC World Markets’s Valley National Bancorp VLY Stock Holding History

CIBC World Markets’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	$375K	Buy	+32,108	New	+$356K	﹤0.01%	887
2025 Q2	$534K	Sell	59,801 -45,354	-43%	-$394K	﹤0.01%	843
2025 Q1	$935K	Buy	105,155 +61,369	+140%	+$580K	0.01%	718
2024 Q4	$397K	Buy	+43,786	New	+$425K	﹤0.01%	818
2021 Q2	–	Sell	-43,552	Closed	-$598K	–	950
2021 Q1	$598K	Buy	+43,552	New	+$525K	﹤0.01%	758

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 World Markets's VLY Position: Q4 2025 in Review

CIBC World Markets opened a new position in Valley National Bancorp (VLY) in Q4 2025: 32,108 shares worth $375K. The stake represents ﹤0.01% of the portfolio and ranks #887 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in VLY as recently as Q2 2025.

CIBC World Markets first reported a position in VLY in Q1 2021 and has held it in 5 quarters since. The position peaked at $935K in Q1 2025. 454 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

CIBC World Markets held 32,108 shares of Valley National Bancorp worth $375K as of Q4 2025.
Valley National Bancorp was a new CIBC World Markets position in Q4 2025.
Valley National Bancorp made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #887 holding.
CIBC World Markets first reported a position in Valley National Bancorp in Q1 2021 and has held it in 5 quarters since.
CIBC World Markets's Valley National Bancorp position peaked at $935K in Q1 2025.
454 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.