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

Shelton 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
2026 Q1	$191K	Sell	15,531 -1,379	-8%	-$17.2K	﹤0.01%	693
2025 Q4	$198K	Hold	16,910	–	–	﹤0.01%	680
2025 Q3	$179K	Hold	16,910	–	–	﹤0.01%	702
2025 Q2	$151K	Hold	16,910	–	–	﹤0.01%	690
2025 Q1	$150K	Hold	16,910	–	–	﹤0.01%	678
2024 Q4	$153K	Hold	16,910	–	–	﹤0.01%	708
2024 Q3	$153K	Sell	16,910 -1,483	-8%	-$12K	﹤0.01%	730
2024 Q2	$128K	Hold	18,393	–	–	﹤0.01%	705
2024 Q1	$146K	Hold	18,393	–	–	﹤0.01%	726
2023 Q4	$200K	Sell	18,393 -1,265	-6%	-$11.3K	0.01%	702
2023 Q3	$168K	Sell	19,658 -1,892	-9%	-$17.2K	0.01%	673
2023 Q2	$167K	Hold	21,550	–	–	0.01%	706
2023 Q1	$199K	Hold	21,550	–	–	0.01%	697
2022 Q4	$244K	Hold	21,550	–	–	0.03%	540
2022 Q3	$233K	Hold	21,550	–	–	0.01%	561
2022 Q2	$224K	Hold	21,550	–	–	0.01%	621
2022 Q1	$281K	Hold	21,550	–	–	0.01%	593
2021 Q4	$296K	Sell	21,550 -2,051	-9%	-$28.5K	0.01%	569
2021 Q3	$314K	Hold	23,601	–	–	0.01%	535
2021 Q2	$317K	Hold	23,601	–	–	0.01%	542
2021 Q1	$324K	Hold	23,601	–	–	0.01%	529
2020 Q4	$230K	Hold	23,601	–	–	0.01%	618
2020 Q3	$162K	Hold	23,601	–	–	0.01%	715
2020 Q2	$185K	Sell	23,601 -1,283	-5%	-$9.85K	0.01%	603
2020 Q1	$182K	Buy	24,884 +6,265	+34%	+$61.3K	0.01%	559
2019 Q4	$213K	Hold	18,619	–	–	0.01%	727
2019 Q3	$202K	Hold	18,619	–	–	0.01%	751
2019 Q2	$201K	Buy	18,619 +18,441	+10,360%	+$189K	0.01%	774
2019 Q1	$18.6K	Sell	178 -18,441	-99%	-$188K	0.07%	244
2018 Q4	$165K	Hold	18,619	–	–	0.01%	727
2018 Q3	$209K	Hold	18,619	–	–	0.01%	836
2018 Q2	$226K	Hold	18,619	–	–	0.01%	730
2018 Q1	$232K	Sell	18,619 -3,573	-16%	-$44.6K	0.02%	696
2017 Q4	$249K	Hold	22,192	–	–	0.02%	691
2017 Q3	$267K	Hold	22,192	–	–	0.02%	629
2017 Q2	$262K	Hold	22,192	–	–	0.02%	651
2017 Q1	$262K	Hold	22,192	–	–	0.02%	657
2016 Q4	$258K	Hold	22,192	–	–	0.02%	697
2016 Q3	$216K	Hold	22,192	–	–	0.02%	717
2016 Q2	$202K	Hold	22,192	–	–	0.02%	722
2016 Q1	$212K	Hold	22,192	–	–	0.02%	703
2015 Q4	$219K	Hold	22,192	–	–	0.02%	673
2015 Q3	$218K	Hold	22,192	–	–	0.02%	671
2015 Q2	$229K	Hold	22,192	–	–	0.02%	694
2015 Q1	$209K	Hold	22,192	–	–	0.02%	756
2014 Q4	$215K	Hold	22,192	–	–	0.03%	730
2014 Q3	$215K	Hold	22,192	–	–	0.03%	696
2014 Q2	$220K	Hold	22,192	–	–	0.03%	710
2014 Q1	$231K	Hold	22,192	–	–	0.03%	656
2013 Q4	$225K	Hold	22,192	–	–	0.03%	653
2013 Q3	$221K	Hold	22,192	–	–	0.04%	606
2013 Q2	$210K	Buy	+22,192	New	+$207K	0.04%	587

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Shelton Capital Management's VLY Position: Q1 2026 in Review

Shelton Capital Management reduced its Valley National Bancorp (VLY) stake by 8.2% in Q1 2026, selling an estimated $17.2K and leaving 15,531 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Shelton Capital Management first reported a position in VLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $324K in Q1 2021. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

Shelton Capital Management held 15,531 shares of Valley National Bancorp worth $191K as of Q1 2026.
Shelton Capital Management sold 1,379 Valley National Bancorp shares in Q1 2026, an estimated $17.2K.
Valley National Bancorp made up ﹤0.01% of Shelton Capital Management's portfolio in Q1 2026, its #693 holding.
Shelton Capital Management first reported a position in Valley National Bancorp in Q2 2013 and has held it in 52 quarters since.
Shelton Capital Management's Valley National Bancorp position peaked at $324K in Q1 2021.
463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.