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 Q2	$215K	Buy	+14,646	New	+$199K	0.05%	565
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

InceptionR's VLY Position: Q2 2026 in Review

InceptionR opened a new position in Valley National Bancorp (VLY) in Q2 2026: 14,646 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #565 among its holdings. This is a return to the name: InceptionR previously reported a position in VLY as recently as Q4 2025.

InceptionR first reported a position in VLY in Q4 2022 and has held it in 7 quarters since. The position peaked at $863K in Q4 2024. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

InceptionR held 14,646 shares of Valley National Bancorp worth $215K as of Q2 2026.
Valley National Bancorp was a new InceptionR position in Q2 2026.
Valley National Bancorp made up 0.05% of InceptionR's portfolio in Q2 2026, its #565 holding.
InceptionR first reported a position in Valley National Bancorp in Q4 2022 and has held it in 7 quarters since.
InceptionR's Valley National Bancorp position peaked at $863K in Q4 2024.
474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.