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Empowered Funds’s Valley National Bancorp VLY Stock Holding History

Empowered Funds’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
-15,224
Closed -$161K – 1886
2025
Q3 		$161K Buy
15,224
+575
+4% +$5.75K ﹤0.01% 1747
2025
Q2 		$131K Buy
14,649
+1,429
+11% +$12.4K ﹤0.01% 1694
2025
Q1 		$118K Buy
13,220
+408
+3% +$3.86K ﹤0.01% 1558
2024
Q4 		$116K Buy
12,812
+1,371
+12% +$13.3K ﹤0.01% 1567
2024
Q3 		$104K Buy
11,441
+384
+3% +$3.12K ﹤0.01% 1364
2024
Q2 		$77.2K Buy
+11,057
New +$80.8K ﹤0.01% 1348

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

Empowered Funds's VLY Position: Q4 2025 in Review

Empowered Funds sold out of Valley National Bancorp (VLY) in Q4 2025, closing a stake of 15,224 shares — an estimated $161K sold.

Empowered Funds first reported a position in VLY in Q2 2024 and held it in 6 quarters. The position peaked at $161K in Q3 2025. 457 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

  • Empowered Funds reported no remaining Valley National Bancorp position as of Q4 2025 after selling out during the quarter.
  • Empowered Funds sold 15,224 Valley National Bancorp shares in Q4 2025, an estimated $161K.
  • Empowered Funds first reported a position in Valley National Bancorp in Q2 2024 and held it in 6 quarters.
  • Empowered Funds's Valley National Bancorp position peaked at $161K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.