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Karl Kapital’s Valley National Bancorp VLY Stock Holding History

Karl Kapital’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 		$7.19M Buy
490,651
+86,931
+22% +$1.18M 4.28% 8
2026
Q1 		$4.96M Buy
+403,720
New +$5.03M 3.43% 14

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Karl Kapital's VLY Position: Q2 2026 in Review

Karl Kapital increased its Valley National Bancorp (VLY) stake by 22% in Q2 2026, buying an estimated $1.18M and bringing the position to 490,651 shares worth $7.19M. The position accounts for 4.28% of the portfolio, ranked #8.

Karl Kapital first reported a position in VLY in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Karl Kapital held 490,651 shares of Valley National Bancorp worth $7.19M as of Q2 2026.
  • Karl Kapital bought 86,931 Valley National Bancorp shares in Q2 2026, an estimated $1.18M.
  • Valley National Bancorp made up 4.28% of Karl Kapital's portfolio in Q2 2026, its #8 holding.
  • Karl Kapital first reported a position in Valley National Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Karl Kapital's 13F filing for Q2 2026, filed 14 Aug 2026.