LI
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Leeward Investments’s Valley National Bancorp VLY Stock Holding History

Leeward Investments’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 		$26.7M Sell
1,820,648
-39,810
-2% -$541K 1.21% 18
2026
Q1 		$22.8M Sell
1,860,458
-51,007
-3% -$635K 1.13% 20
2025
Q4 		$22.3M Buy
1,911,465
+322,500
+20% +$3.58M 1.13% 21
2025
Q3 		$16.8M Sell
1,588,965
-35,935
-2% -$359K 0.86% 38
2025
Q2 		$14.5M Sell
1,624,900
-71,837
-4% -$624K 0.77% 49
2025
Q1 		$15.1M Sell
1,696,737
-64,354
-4% -$609K 0.8% 45
2024
Q4 		$16M Sell
1,761,091
-132,897
-7% -$1.29M 0.79% 43
2024
Q3 		$17.2M Sell
1,893,988
-6,998
-0.4% -$56.8K 0.8% 45
2024
Q2 		$13.3M Buy
1,900,986
+101,099
+6% +$738K 0.61% 73
2024
Q1 		$14.3M Sell
1,799,887
-77,735
-4% -$693K 0.63% 67
2023
Q4 		$20.4M Buy
1,877,622
+309,091
+20% +$2.77M 0.96% 28
2023
Q3 		$13.4M Sell
1,568,531
-118,656
-7% -$1.08M 0.69% 59
2023
Q2 		$13.1M Buy
1,687,187
+201,335
+14% +$1.6M 0.61% 72
2023
Q1 		$13.7M Buy
+1,485,852
New +$16.4M 0.63% 78

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

Leeward Investments's VLY Position: Q2 2026 in Review

Leeward Investments reduced its Valley National Bancorp (VLY) stake by 2.1% in Q2 2026, selling an estimated $541K and leaving 1,820,648 shares worth $26.7M. The position accounts for 1.21% of the portfolio, ranked #18.

Leeward Investments first reported a position in VLY in Q1 2023 and has held it in 14 quarters since. 473 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Leeward Investments held 1,820,648 shares of Valley National Bancorp worth $26.7M as of Q2 2026.
  • Leeward Investments sold 39,810 Valley National Bancorp shares in Q2 2026, an estimated $541K.
  • Valley National Bancorp made up 1.21% of Leeward Investments's portfolio in Q2 2026, its #18 holding.
  • Leeward Investments first reported a position in Valley National Bancorp in Q1 2023 and has held it in 14 quarters since.
  • 473 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.