SC
VLY icon

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
Q2 		– Sell
-31,340
Closed -$385K – 1036
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SummitTX Capital's VLY Position: Q2 2026 in Review

SummitTX Capital sold out of Valley National Bancorp (VLY) in Q2 2026, closing a stake of 31,340 shares — an estimated $385K sold.

SummitTX Capital first reported a position in VLY in Q3 2025 and held it in 3 quarters. The position peaked at $1.63M in Q3 2025. 475 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • SummitTX Capital reported no remaining Valley National Bancorp position as of Q2 2026 after selling out during the quarter.
  • SummitTX Capital sold 31,340 Valley National Bancorp shares in Q2 2026, an estimated $385K.
  • SummitTX Capital first reported a position in Valley National Bancorp in Q3 2025 and held it in 3 quarters.
  • SummitTX Capital's Valley National Bancorp position peaked at $1.63M in Q3 2025.
  • 475 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.