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iSAM Funds (UK)’s Valley National Bancorp VLY Stock Holding History

iSAM Funds (UK)’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
-75,863
Closed -$804K – 714
2025
Q3 		$804K Buy
+75,863
New +$758K 0.17% 190
2024
Q3 		– Sell
-19,152
Closed -$134K – 399
2024
Q2 		$134K Buy
+19,152
New +$140K 0.1% 219

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 $3.37T AUM 44.26% 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

iSAM Funds (UK)'s VLY Position: Q4 2025 in Review

iSAM Funds (UK) sold out of Valley National Bancorp (VLY) in Q4 2025, closing a stake of 75,863 shares — an estimated $804K sold.

iSAM Funds (UK) first reported a position in VLY in Q2 2024 and held it in 2 quarters. The position peaked at $804K in Q3 2025. 456 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

  • iSAM Funds (UK) reported no remaining Valley National Bancorp position as of Q4 2025 after selling out during the quarter.
  • iSAM Funds (UK) sold 75,863 Valley National Bancorp shares in Q4 2025, an estimated $804K.
  • iSAM Funds (UK) first reported a position in Valley National Bancorp in Q2 2024 and held it in 2 quarters.
  • iSAM Funds (UK)'s Valley National Bancorp position peaked at $804K in Q3 2025.
  • 456 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on iSAM Funds (UK)'s 13F filing for Q4 2025, filed 17 Feb 2026.