BW Gestao de Investimentos Ltda. VLY β€” VALLEY NATL BANCORP

Ownership history in BW Gestao de Investimentos Ltda.  Β·  1 quarter on record

AI Ownership Summary

BW Gestao de Investimentos Ltda. reported VALLEY NATL BANCORP (VLY) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.29% in 2026 Q1. The latest visible filing shows VLY at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BW Gestao de Investimentos Ltda.'s position in VALLEY NATL BANCORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VLY was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BW Gestao de Investimentos Ltda. held VLY β€” position size vs. price
% of Fund (quarterly)    VLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 700,000 β€” β€” 0.29% $8.6M 2026-04-28 $13.52

FAQ About BW Gestao de Investimentos Ltda. and VLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has BW Gestao de Investimentos Ltda. reported owning VLY?

BW Gestao de Investimentos Ltda. reported VLY across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported VLY position in BW Gestao de Investimentos Ltda.'s portfolio?

The largest reported portfolio weight for VLY was 0.29% in 2026 Q1.

What is the latest reported VLY position on this page?

The most recent filing on this page is 2026 Q1, when BW Gestao de Investimentos Ltda. reported 700,000 shares, equal to 0.29% of portfolio, with an estimated market value of $8.6M.

What does the chart on this VLY ownership page compare?

The chart compares BW Gestao de Investimentos Ltda.'s quarterly VLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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