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 Q2	–	Sell	-19,000	Closed	-$233K	–	333
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Shufro Rose & Co's VLY Position: Q2 2026 in Review

Shufro Rose & Co sold out of Valley National Bancorp (VLY) in Q2 2026, closing a stake of 19,000 shares — an estimated $233K sold.

Shufro Rose & Co first reported a position in VLY in Q3 2020 and held it in 23 quarters. The position peaked at $374K in Q4 2021. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Shufro Rose & Co reported no remaining Valley National Bancorp position as of Q2 2026 after selling out during the quarter.
Shufro Rose & Co sold 19,000 Valley National Bancorp shares in Q2 2026, an estimated $233K.
Shufro Rose & Co first reported a position in Valley National Bancorp in Q3 2020 and held it in 23 quarters.
Shufro Rose & Co's Valley National Bancorp position peaked at $374K in Q4 2021.
474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.