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Ovata Capital Management’s Valley National Bancorp VLY Stock Holding History

Ovata Capital Management’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
Q1 		– Sell
-600,000
Closed -$5.44M – 47
2024
Q4 		$5.44M Buy
+600,000
New +$5.82M 2.08% 14

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Ovata Capital Management's VLY Position: Q1 2025 in Review

Ovata Capital Management sold out of Valley National Bancorp (VLY) in Q1 2025, closing a stake of 600,000 shares — an estimated $5.44M sold.

Ovata Capital Management first reported a position in VLY in Q4 2024 and held it in 1 quarter. The position peaked at $5.44M in Q4 2024. 380 funds tracked by Wall St. Rank hold VLY as of Q1 2025.

  • Ovata Capital Management reported no remaining Valley National Bancorp position as of Q1 2025 after selling out during the quarter.
  • Ovata Capital Management sold 600,000 Valley National Bancorp shares in Q1 2025, an estimated $5.44M.
  • Ovata Capital Management first reported a position in Valley National Bancorp in Q4 2024 and held it in 1 quarter.
  • Ovata Capital Management's Valley National Bancorp position peaked at $5.44M in Q4 2024.
  • 380 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2025.

Based on Ovata Capital Management's 13F filing for Q1 2025, filed 12 May 2025.