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SummitTX Capital’s Valley National Bancorp VLY Stock Holding History

SummitTX Capital’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 		$385K Sell
31,340
-35,261
-53% -$439K 0.01% 606
2025
Q4 		$778K Sell
66,601
-87,425
-57% -$970K 0.02% 457
2025
Q3 		$1.63M Buy
+154,026
New +$1.54M 0.07% 295

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
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
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

SummitTX Capital's VLY Position: Q1 2026 in Review

SummitTX Capital reduced its Valley National Bancorp (VLY) stake by 53% in Q1 2026, selling an estimated $439K and leaving 31,340 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #606.

SummitTX Capital first reported a position in VLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.63M in Q3 2025. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • SummitTX Capital held 31,340 shares of Valley National Bancorp worth $385K as of Q1 2026.
  • SummitTX Capital sold 35,261 Valley National Bancorp shares in Q1 2026, an estimated $439K.
  • Valley National Bancorp made up 0.01% of SummitTX Capital's portfolio in Q1 2026, its #606 holding.
  • SummitTX Capital first reported a position in Valley National Bancorp in Q3 2025 and has held it in 3 quarters since.
  • SummitTX Capital's Valley National Bancorp position peaked at $1.63M in Q3 2025.
  • 463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

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