Shufro Rose & Co’s Valley National Bancorp VLY Stock Holding History

Shufro Rose & Co’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	$233K	Hold	19,000	–	–	0.02%	269
2025 Q4	$222K	Hold	19,000	–	–	0.02%	264
2025 Q3	$169K	Hold	19,000	–	–	0.01%	293
2025 Q2	$169K	Hold	19,000	–	–	0.01%	289
2025 Q1	$169K	Hold	19,000	–	–	0.01%	291
2024 Q4	$172K	Sell	19,000 -3,500	-16%	-$34K	0.01%	278
2024 Q3	$157K	Hold	22,500	–	–	0.01%	294
2024 Q2	$157K	Hold	22,500	–	–	0.01%	294
2024 Q1	$179K	Hold	22,500	–	–	0.01%	287
2023 Q4	$193K	Hold	22,500	–	–	0.02%	273
2023 Q3	$193K	Hold	22,500	–	–	0.02%	272
2023 Q2	$174K	Hold	22,500	–	–	0.02%	282
2023 Q1	$208K	Hold	22,500	–	–	0.02%	272
2022 Q4	$254K	Hold	22,500	–	–	0.02%	263
2022 Q3	$243K	Buy	22,500 +3,500	+18%	+$40.4K	0.02%	247
2022 Q2	$198K	Hold	19,000	–	–	0.02%	274
2022 Q1	$247K	Sell	19,000 -8,200	-30%	-$114K	0.02%	257
2021 Q4	$374K	Hold	27,200	–	–	0.03%	209
2021 Q3	$362K	Hold	27,200	–	–	0.03%	203
2021 Q2	$365K	Hold	27,200	–	–	0.03%	203
2021 Q1	$374K	Sell	27,200 -3,500	-11%	-$42.2K	0.03%	195
2020 Q4	$299K	Sell	30,700 -300	-1%	-$2.61K	0.03%	214
2020 Q3	$212K	Buy	+31,000	New	+$230K	0.02%	237

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

Shufro Rose & Co's VLY Position: Q1 2026 in Review

Shufro Rose & Co held its Valley National Bancorp (VLY) position steady in Q1 2026 at 19,000 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #269.

Shufro Rose & Co first reported a position in VLY in Q3 2020 and has held it in 23 quarters since. The position peaked at $374K in Q4 2021. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

Shufro Rose & Co held 19,000 shares of Valley National Bancorp worth $233K as of Q1 2026.
Shufro Rose & Co left its Valley National Bancorp share count unchanged in Q1 2026.
Valley National Bancorp made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #269 holding.
Shufro Rose & Co first reported a position in Valley National Bancorp in Q3 2020 and has held it in 23 quarters since.
Shufro Rose & Co's Valley National Bancorp position peaked at $374K in Q4 2021.
463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.