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Ilex Capital Partners’s Valley National Bancorp VLY Stock Holding History

Ilex Capital Partners’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
-44,165
Closed -$468K – 161
2025
Q3 		$468K Buy
+44,165
New +$441K 0.01% 102

Other funds holding VLY

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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

Ilex Capital Partners's VLY Position: Q4 2025 in Review

Ilex Capital Partners sold out of Valley National Bancorp (VLY) in Q4 2025, closing a stake of 44,165 shares — an estimated $468K sold.

Ilex Capital Partners first reported a position in VLY in Q3 2025 and held it in 1 quarter. The position peaked at $468K in Q3 2025. 457 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

  • Ilex Capital Partners reported no remaining Valley National Bancorp position as of Q4 2025 after selling out during the quarter.
  • Ilex Capital Partners sold 44,165 Valley National Bancorp shares in Q4 2025, an estimated $468K.
  • Ilex Capital Partners first reported a position in Valley National Bancorp in Q3 2025 and held it in 1 quarter.
  • Ilex Capital Partners's Valley National Bancorp position peaked at $468K in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on Ilex Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.