Occudo Quantitative Strategies’s Valley National Bancorp VLY Stock Holding History

Occudo Quantitative Strategies’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	$1.78M	Sell	121,587 -164,417	-57%	-$2.23M	0.09%	295
2026 Q1	$3.88M	Sell	286,004 -137,425	-32%	-$1.71M	0.21%	142
2025 Q4	$4.95M	Buy	423,429 +279,327	+194%	+$3.1M	0.33%	97
2025 Q3	$1.53M	Buy	144,102 +103,394	+254%	+$1.03M	0.19%	149
2025 Q2	$364K	Buy	+40,708	New	+$353K	0.04%	419
2022 Q4	–	Sell	-296,803	Closed	-$3.21M	–	1402
2022 Q3	$3.21M	Buy	296,803 +85,077	+40%	+$981K	0.25%	94
2022 Q2	$2.2M	Buy	211,726 +100,502	+90%	+$1.19M	0.18%	161
2022 Q1	$1.45M	Buy	111,224 +49,682	+81%	+$692K	0.12%	265
2021 Q4	$846K	Sell	61,542 -31,931	-34%	-$443K	0.08%	421
2021 Q3	$1.24M	Buy	93,473 +81,274	+666%	+$1.05M	0.15%	199
2021 Q2	$164K	Buy	+12,199	New	+$170K	0.03%	744

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

Occudo Quantitative Strategies's VLY Position: Q2 2026 in Review

Occudo Quantitative Strategies reduced its Valley National Bancorp (VLY) stake by 57% in Q2 2026, selling an estimated $2.23M and leaving 121,587 shares worth $1.78M. The position accounts for 0.09% of the portfolio, ranked #295.

Occudo Quantitative Strategies first reported a position in VLY in Q2 2021 and has held it in 11 quarters since. The position peaked at $4.95M in Q4 2025. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Occudo Quantitative Strategies held 121,587 shares of Valley National Bancorp worth $1.78M as of Q2 2026.
Occudo Quantitative Strategies sold 164,417 Valley National Bancorp shares in Q2 2026, an estimated $2.23M.
Valley National Bancorp made up 0.09% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #295 holding.
Occudo Quantitative Strategies first reported a position in Valley National Bancorp in Q2 2021 and has held it in 11 quarters since.
Occudo Quantitative Strategies's Valley National Bancorp position peaked at $4.95M in Q4 2025.
471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.