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WBI Investments’s Valley National Bancorp VLY Stock Holding History

WBI Investments’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
-84,835
Closed -$899K – 391
2025
Q3 		$899K Sell
84,835
-4,712
-5% -$47.1K 0.23% 120
2025
Q2 		$800K Buy
+89,547
New +$778K 0.21% 147
2025
Q1 		– Sell
-117,911
Closed -$1.07M – 303
2024
Q4 		$1.07M Buy
117,911
+45,256
+62% +$439K 0.27% 107
2024
Q3 		$658K Sell
72,655
-1,816
-2% -$14.8K 0.16% 148
2024
Q2 		$520K Buy
74,471
+41,003
+123% +$300K 0.13% 121
2024
Q1 		$266K Sell
33,468
-6,902
-17% -$61.5K 0.06% 175
2023
Q4 		$438K Sell
40,370
-9,103
-18% -$81.7K 0.09% 152
2023
Q3 		$423K Buy
49,473
+3,461
+8% +$31.4K 0.09% 146
2023
Q2 		$357K Buy
+46,012
New +$366K 0.06% 162
2018
Q3 		– Sell
-49,967
Closed -$608K – 346
2018
Q2 		$608K Buy
49,967
+17,854
+56% +$225K 0.03% 202
2018
Q1 		$400K Buy
+32,113
New +$400K 0.02% 169
2017
Q4 		– Sell
-722,251
Closed -$8.7M – 371
2017
Q3 		$8.7M Buy
+722,251
New +$8.32M 0.38% 56

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

WBI Investments's VLY Position: Q4 2025 in Review

WBI Investments sold out of Valley National Bancorp (VLY) in Q4 2025, closing a stake of 84,835 shares — an estimated $899K sold.

WBI Investments first reported a position in VLY in Q3 2017 and held it in 12 quarters. The position peaked at $8.7M in Q3 2017. 454 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

  • WBI Investments reported no remaining Valley National Bancorp position as of Q4 2025 after selling out during the quarter.
  • WBI Investments sold 84,835 Valley National Bancorp shares in Q4 2025, an estimated $899K.
  • WBI Investments first reported a position in Valley National Bancorp in Q3 2017 and held it in 12 quarters.
  • WBI Investments's Valley National Bancorp position peaked at $8.7M in Q3 2017.
  • 454 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.