Coldstream Capital Management’s Valley National Bancorp VLY Stock Holding History

Coldstream Capital 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 Q2	–	Sell	-6,137	Closed	-$54.6K	–	3294
2025 Q1	$54.6K	Buy	+6,137	New	+$58K	﹤0.01%	1661
2024 Q2	–	Sell	-11,066	Closed	-$88.1K	–	1046
2024 Q1	$88.1K	Buy	+11,066	New	+$98.6K	﹤0.01%	981
2023 Q2	–	Sell	-10,006	Closed	-$92.5K	–	879
2023 Q1	$92.5K	Buy	+10,006	New	+$111K	﹤0.01%	813
2022 Q2	–	Sell	-10,466	Closed	-$136K	–	852
2022 Q1	$136K	Sell	10,466 -1,039	-9%	-$14.5K	﹤0.01%	762
2021 Q4	$158K	Buy	+11,505	New	+$160K	0.01%	829

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Coldstream Capital Management's VLY Position: Q2 2025 in Review

Coldstream Capital Management sold out of Valley National Bancorp (VLY) in Q2 2025, closing a stake of 6,137 shares — an estimated $54.6K sold.

Coldstream Capital Management first reported a position in VLY in Q4 2021 and held it in 5 quarters. The position peaked at $158K in Q4 2021. 395 funds tracked by Wall St. Rank hold VLY as of Q2 2025.

Coldstream Capital Management reported no remaining Valley National Bancorp position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 6,137 Valley National Bancorp shares in Q2 2025, an estimated $54.6K.
Coldstream Capital Management first reported a position in Valley National Bancorp in Q4 2021 and held it in 5 quarters.
Coldstream Capital Management's Valley National Bancorp position peaked at $158K in Q4 2021.
395 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.