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

Stevens 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	–	Sell	-11,470	Closed	-$134K	–	307
2025 Q4	$134K	Buy	+11,470	New	+$127K	0.05%	197
2020 Q1	–	Sell	-73,918	Closed	-$846K	–	442
2019 Q4	$846K	Buy	+73,918	New	+$851K	0.08%	253
2019 Q2	–	Sell	-191,220	Closed	-$1.83M	–	872
2019 Q1	$1.83M	Buy	+191,220	New	+$1.95M	0.08%	284
2018 Q3	–	Sell	-205,155	Closed	-$2.5M	–	978
2018 Q2	$2.5M	Buy	+205,155	New	+$2.59M	0.09%	257
2018 Q1	–	Sell	-99,872	Closed	-$1.12M	–	1007
2017 Q4	$1.12M	Sell	99,872 -73,389	-42%	-$851K	0.04%	407
2017 Q3	$2.09M	Buy	+173,261	New	+$2M	0.08%	305
2017 Q2	–	Sell	-148,906	Closed	-$1.76M	–	1097
2017 Q1	$1.76M	Buy	+148,906	New	+$1.79M	0.07%	332

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

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

ACL

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

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

Stevens Capital Management sold out of Valley National Bancorp (VLY) in Q1 2026, closing a stake of 11,470 shares — an estimated $134K sold.

Stevens Capital Management first reported a position in VLY in Q1 2017 and held it in 7 quarters. The position peaked at $2.5M in Q2 2018. 468 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

Stevens Capital Management reported no remaining Valley National Bancorp position as of Q1 2026 after selling out during the quarter.
Stevens Capital Management sold 11,470 Valley National Bancorp shares in Q1 2026, an estimated $134K.
Stevens Capital Management first reported a position in Valley National Bancorp in Q1 2017 and held it in 7 quarters.
Stevens Capital Management's Valley National Bancorp position peaked at $2.5M in Q2 2018.
468 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Stevens Capital Management's 13F filing for Q1 2026, filed 11 May 2026.