I
VLY icon

InceptionR’s Valley National Bancorp VLY Stock Holding History

InceptionR’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
2026
Q1 		– Sell
-27,563
Closed -$322K – 924
2025
Q4 		$322K Sell
27,563
-6,548
-19% -$72.7K 0.09% 403
2025
Q3 		$362K Buy
+34,111
New +$341K 0.09% 412
2025
Q1 		– Sell
-95,240
Closed -$863K – 857
2024
Q4 		$863K Buy
+95,240
New +$924K 0.19% 202
2024
Q3 		– Sell
-46,384
Closed -$324K – 888
2024
Q2 		$324K Buy
+46,384
New +$339K 0.09% 393
2023
Q2 		– Sell
-17,859
Closed -$165K – 621
2023
Q1 		$165K Sell
17,859
-21,683
-55% -$240K 0.05% 405
2022
Q4 		$447K Buy
+39,542
New +$466K 0.24% 186

Other funds holding VLY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return