Wedge Capital Management’s Valley National Bancorp VLY Stock Holding History

Wedge Capital 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
2026 Q2	$36.4M	Sell	2,485,793 -126,504	-5%	-$1.72M	0.6%	40
2026 Q1	$32.1M	Sell	2,612,297 -205,429	-7%	-$2.56M	0.59%	50
2025 Q4	$32.9M	Sell	2,817,726 -927,560	-25%	-$10.3M	0.59%	66
2025 Q3	$39.7M	Sell	3,745,286 -65,582	-2%	-$655K	0.67%	33
2025 Q2	$34M	Buy	3,810,868 +179,146	+5%	+$1.56M	0.61%	66
2025 Q1	$32.3M	Buy	+3,631,722	New	+$34.3M	0.63%	77

Other funds holding VLY

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return