Y-Intercept (HK)’s Valley National Bancorp VLY Stock Holding History

Y-Intercept (HK)’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	$575K	Buy	+39,243	New	+$533K	0.01%	1274
2026 Q1	–	Sell	-386,175	Closed	-$4.51M	–	2088
2025 Q4	$4.51M	Sell	386,175 -101,155	-21%	-$1.12M	0.1%	264
2025 Q3	$5.17M	Buy	487,330 +128,865	+36%	+$1.29M	0.12%	197
2025 Q2	$3.2M	Buy	+358,465	New	+$3.11M	0.08%	386
2024 Q3	–	Sell	-65,113	Closed	-$454K	–	1839
2024 Q2	$454K	Sell	65,113 -111,357	-63%	-$813K	0.02%	856
2024 Q1	$1.4M	Buy	+176,470	New	+$1.57M	0.11%	259
2023 Q3	–	Sell	-78,993	Closed	-$612K	–	1648
2023 Q2	$612K	Buy	+78,993	New	+$628K	0.06%	487
2023 Q1	–	Sell	-23,502	Closed	-$266K	–	1563
2022 Q4	$266K	Sell	23,502 -125,438	-84%	-$1.48M	0.04%	717
2022 Q3	$1.61M	Buy	+148,940	New	+$1.72M	0.16%	187
2021 Q1	–	Sell	-13,528	Closed	-$131K	–	818
2020 Q4	$131K	Buy	+13,528	New	+$118K	0.06%	470

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Y-Intercept (HK)'s VLY Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Valley National Bancorp (VLY) in Q2 2026: 39,243 shares worth $575K. The stake represents 0.01% of the portfolio and ranks #1274 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in VLY as recently as Q4 2025.

Y-Intercept (HK) first reported a position in VLY in Q4 2020 and has held it in 10 quarters since. The position peaked at $5.17M in Q3 2025. 471 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

Y-Intercept (HK) held 39,243 shares of Valley National Bancorp worth $575K as of Q2 2026.
Valley National Bancorp was a new Y-Intercept (HK) position in Q2 2026.
Valley National Bancorp made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1274 holding.
Y-Intercept (HK) first reported a position in Valley National Bancorp in Q4 2020 and has held it in 10 quarters since.
Y-Intercept (HK)'s Valley National Bancorp position peaked at $5.17M in Q3 2025.
471 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.