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Tortoise Investment Management’s Valley National Bancorp VLY Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-5
Closed -$53 – 1402
2025
Q3 		$53 Buy
+5
New +$50 ﹤0.01% 1495
2015
Q2 		– Sell
-586
Closed -$6K – 450
2015
Q1 		$6K Hold
586
– – ﹤0.01% 334
2014
Q4 		$6K Buy
+586
New +$5.68K ﹤0.01% 356

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tortoise Investment Management's VLY Position: Q4 2025 in Review

Tortoise Investment Management sold out of Valley National Bancorp (VLY) in Q4 2025, closing a stake of 5 shares — an estimated $53 sold.

Tortoise Investment Management first reported a position in VLY in Q4 2014 and held it in 3 quarters. The position peaked at $6K in Q1 2015. 456 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

  • Tortoise Investment Management reported no remaining Valley National Bancorp position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 5 Valley National Bancorp shares in Q4 2025, an estimated $53.
  • Tortoise Investment Management first reported a position in Valley National Bancorp in Q4 2014 and held it in 3 quarters.
  • Tortoise Investment Management's Valley National Bancorp position peaked at $6K in Q1 2015.
  • 456 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.