Jaffetilchin Investment Partners’s Valley National Bancorp VLY Stock Holding History

Jaffetilchin Investment 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
2026 Q1	–	Sell	-53,004	Closed	-$619K	–	501
2025 Q4	$619K	Sell	53,004 -74,296	-58%	-$824K	0.04%	241
2025 Q3	$1.35M	Buy	127,300 +54,816	+76%	+$548K	0.08%	154
2025 Q2	$647K	Sell	72,484 -15,684	-18%	-$136K	0.04%	226
2025 Q1	$784K	Buy	+88,168	New	+$834K	0.06%	199

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 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

Jaffetilchin Investment Partners's VLY Position: Q1 2026 in Review

Jaffetilchin Investment Partners sold out of Valley National Bancorp (VLY) in Q1 2026, closing a stake of 53,004 shares — an estimated $619K sold.

Jaffetilchin Investment Partners first reported a position in VLY in Q1 2025 and held it in 4 quarters. The position peaked at $1.35M in Q3 2025. 464 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

Jaffetilchin Investment Partners reported no remaining Valley National Bancorp position as of Q1 2026 after selling out during the quarter.
Jaffetilchin Investment Partners sold 53,004 Valley National Bancorp shares in Q1 2026, an estimated $619K.
Jaffetilchin Investment Partners first reported a position in Valley National Bancorp in Q1 2025 and held it in 4 quarters.
Jaffetilchin Investment Partners's Valley National Bancorp position peaked at $1.35M in Q3 2025.
464 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.