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Transcend Capital Advisors’s Valley National Bancorp VLY Stock Holding History

Transcend Capital Advisors’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
-17,641
Closed -$187K – 774
2025
Q3 		$187K Buy
17,641
+1,843
+12% +$18.4K 0.01% 671
2025
Q2 		$141K Buy
15,798
+886
+6% +$7.69K 0.01% 600
2025
Q1 		$133K Buy
14,912
+55
+0.4% +$520 0.01% 589
2024
Q4 		$135K Hold
14,857
– – 0.01% 555
2024
Q3 		$135K Buy
14,857
+14
+0.1% +$114 0.01% 597
2024
Q2 		$104K Hold
14,843
– – 0.01% 582
2024
Q1 		$118K Sell
14,843
-373
-2% -$3.32K 0.01% 521
2023
Q4 		$165K Hold
15,216
– – 0.01% 478
2023
Q3 		$130K Hold
15,216
– – 0.01% 466
2023
Q2 		$118K Sell
15,216
-12
-0.1% -$95 0.01% 471
2023
Q1 		$141K Sell
15,228
-277
-2% -$3.06K 0.01% 461
2022
Q4 		$175K Buy
15,505
+550
+4% +$6.47K 0.02% 462
2022
Q3 		$162K Hold
14,955
– – 0.02% 450
2022
Q2 		$156K Hold
14,955
– – 0.02% 470
2022
Q1 		$195K Hold
14,955
– – 0.02% 484
2021
Q4 		$206K Hold
14,955
– – 0.02% 456
2021
Q3 		$208K Hold
14,955
– – 0.02% 452
2021
Q2 		$201K Hold
14,955
– – 0.03% 311
2021
Q1 		$207K Hold
14,955
– – 0.02% 382
2020
Q4 		$146K Hold
14,955
– – 0.02% 362
2020
Q3 		$102K Buy
+14,955
New +$111K 0.02% 253
2020
Q2 		– Sell
-14,955
Closed -$109K – 207
2020
Q1 		$109K Buy
+14,955
New +$146K 0.03% 202

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Transcend Capital Advisors's VLY Position: Q4 2025 in Review

Transcend Capital Advisors sold out of Valley National Bancorp (VLY) in Q4 2025, closing a stake of 17,641 shares — an estimated $187K sold.

Transcend Capital Advisors first reported a position in VLY in Q1 2020 and held it in 22 quarters. The position peaked at $208K in Q3 2021. 454 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

  • Transcend Capital Advisors reported no remaining Valley National Bancorp position as of Q4 2025 after selling out during the quarter.
  • Transcend Capital Advisors sold 17,641 Valley National Bancorp shares in Q4 2025, an estimated $187K.
  • Transcend Capital Advisors first reported a position in Valley National Bancorp in Q1 2020 and held it in 22 quarters.
  • Transcend Capital Advisors's Valley National Bancorp position peaked at $208K in Q3 2021.
  • 454 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on Transcend Capital Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.