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Petiole USA’s Valley National Bancorp VLY Stock Holding History

Petiole USA’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
Q4 		– Sell
-332,000
Closed -$3.52M – 37
2025
Q3 		$3.52M Hold
332,000
– – 2.43% 15
2025
Q2 		$2.96M Hold
332,000
– – 2.1% 22
2025
Q1 		$2.95M Hold
332,000
– – 2.09% 20
2024
Q4 		$3.01M Buy
+332,000
New +$3.22M 1.89% 24

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Petiole USA's VLY Position: Q4 2025 in Review

Petiole USA sold out of Valley National Bancorp (VLY) in Q4 2025, closing a stake of 332,000 shares — an estimated $3.52M sold.

Petiole USA first reported a position in VLY in Q4 2024 and held it in 4 quarters. The position peaked at $3.52M in Q3 2025. 454 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

  • Petiole USA reported no remaining Valley National Bancorp position as of Q4 2025 after selling out during the quarter.
  • Petiole USA sold 332,000 Valley National Bancorp shares in Q4 2025, an estimated $3.52M.
  • Petiole USA first reported a position in Valley National Bancorp in Q4 2024 and held it in 4 quarters.
  • Petiole USA's Valley National Bancorp position peaked at $3.52M in Q3 2025.
  • 454 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on Petiole USA's 13F filing for Q4 2025, filed 13 Feb 2026.