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Shell Asset Management’s Valley National Bancorp VLY Stock Holding History

Shell Asset 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
Q3 		$86K Sell
8,085
-13,936
-63% -$139K 0.01% 688
2025
Q2 		$197K Sell
22,021
-4,588
-17% -$39.8K 0.01% 780
2025
Q1 		$237K Buy
26,609
+6,831
+35% +$64.6K 0.01% 715
2024
Q4 		$179K Hold
19,778
– – 0.01% 877
2024
Q3 		$179K Buy
+19,778
New +$161K 0.01% 877
2024
Q1 		$146K Sell
20,930
-2,143
-9% -$19.1K 0.01% 921
2023
Q4 		$251K Buy
23,073
+13,837
+150% +$124K 0.01% 772
2023
Q3 		$79K Sell
9,236
-142
-2% -$1.29K ﹤0.01% 1128
2023
Q2 		$73K Sell
9,378
-55
-0.6% -$437 ﹤0.01% 1173
2023
Q1 		$87K Sell
9,433
-32
-0.3% -$354 ﹤0.01% 1136
2022
Q4 		$107K Sell
9,465
-2,002
-17% -$23.6K ﹤0.01% 1139
2022
Q3 		$124K Sell
11,467
-2,976
-21% -$34.3K ﹤0.01% 1152
2022
Q2 		$150K Buy
14,443
+41
+0.3% +$487 ﹤0.01% 1190
2022
Q1 		$188K Sell
14,402
-2,123
-13% -$29.6K ﹤0.01% 1173
2021
Q4 		$227K Buy
16,525
+53
+0.3% +$736 ﹤0.01% 1175
2021
Q3 		$219K Sell
16,472
-700
-4% -$9.04K ﹤0.01% 1178
2021
Q2 		$231K Buy
17,172
+920
+6% +$12.8K ﹤0.01% 1194
2021
Q1 		$223K Hold
16,252
– – ﹤0.01% 1121
2020
Q4 		$158K Hold
16,252
– – ﹤0.01% 1184
2020
Q3 		$111K Hold
16,252
– – ﹤0.01% 1151
2020
Q2 		$127K Buy
+16,252
New +$125K ﹤0.01% 1120

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Shell Asset Management's VLY Position: Q3 2025 in Review

Shell Asset Management reduced its Valley National Bancorp (VLY) stake by 63% in Q3 2025, selling an estimated $139K and leaving 8,085 shares worth $86K. The position accounts for 0.01% of the portfolio, ranked #688.

Shell Asset Management first reported a position in VLY in Q2 2020 and has held it in 21 quarters since. The position peaked at $251K in Q4 2023. 408 funds tracked by Wall St. Rank hold VLY as of Q3 2025.

  • Shell Asset Management held 8,085 shares of Valley National Bancorp worth $86K as of Q3 2025.
  • Shell Asset Management sold 13,936 Valley National Bancorp shares in Q3 2025, an estimated $139K.
  • Valley National Bancorp made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #688 holding.
  • Shell Asset Management first reported a position in Valley National Bancorp in Q2 2020 and has held it in 21 quarters since.
  • Shell Asset Management's Valley National Bancorp position peaked at $251K in Q4 2023.
  • 408 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.