Delta Financial Group’s Valley National Bancorp VLY Stock Holding History

Delta Financial 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 Q1	$291K	Sell	31,795 -500	-2%	-$4.73K	0.07%	200
2024 Q4	$293K	Buy	+32,295	New	+$313K	0.07%	194
2024 Q2	–	Sell	-87,832	Closed	-$699K	–	233
2024 Q1	$699K	Buy	87,832 +52,130	+146%	+$465K	0.21%	93
2023 Q4	$388K	Sell	35,702 -29,781	-45%	-$267K	0.12%	128
2023 Q3	$561K	Buy	+65,483	New	+$594K	0.19%	92
2023 Q2	–	Sell	-65,483	Closed	-$605K	–	189
2023 Q1	$605K	Buy	+65,483	New	+$724K	0.24%	80

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

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

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

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Delta Financial Group's VLY Position: Q1 2025 in Review

Delta Financial Group reduced its Valley National Bancorp (VLY) stake by 1.5% in Q1 2025, selling an estimated $4.73K and leaving 31,795 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #200.

Delta Financial Group first reported a position in VLY in Q1 2023 and has held it in 6 quarters since. The position peaked at $699K in Q1 2024. 380 funds tracked by Wall St. Rank hold VLY as of Q1 2025.

Delta Financial Group held 31,795 shares of Valley National Bancorp worth $291K as of Q1 2025.
Delta Financial Group sold 500 Valley National Bancorp shares in Q1 2025, an estimated $4.73K.
Valley National Bancorp made up 0.07% of Delta Financial Group's portfolio in Q1 2025, its #200 holding.
Delta Financial Group first reported a position in Valley National Bancorp in Q1 2023 and has held it in 6 quarters since.
Delta Financial Group's Valley National Bancorp position peaked at $699K in Q1 2024.
380 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.