MALTESE CAPITAL MANAGEMENT LLC VLY — D VALLEY NATL BANCORP COM COMMON STOCK

Ownership history in MALTESE CAPITAL MANAGEMENT LLC  ·  45 quarters on record

AI Ownership Summary

MALTESE CAPITAL MANAGEMENT LLC reported D VALLEY NATL BANCORP COM COMMON STOCK (VLY) in 45 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.84% in 2023 Q4. The latest visible filing shows VLY at 0.92% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MALTESE CAPITAL MANAGEMENT LLC's position in D VALLEY NATL BANCORP COM COMMON STOCK, 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 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.84% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

VLY stock page MALTESE CAPITAL MANAGEMENT LLC fund profile MALTESE CAPITAL MANAGEMENT LLC full holdings
How MALTESE CAPITAL MANAGEMENT LLC held VLY — position size vs. price
% of Fund (quarterly)    VLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 380,210 -53,790 -12.4% 0.92% $4.7M 2026-05-15 $12.93
2025 Q4 REDUCED 23.9% +6.1% ❌ 434,000 -136,000 -23.9% 0.90% $5.1M 2026-02-17 $13.30
2025 Q3 REDUCED 11.3% +13.1% ❌ 570,000 -72,900 -11.3% 0.92% $6.0M 2025-11-14 $10.61
2025 Q2 REDUCED — — — 642,900 -1,000 -0.2% 0.81% $5.7M 2025-08-14 $9.77
2025 Q1 REDUCED — — — 643,900 -14,300 -2.2% 0.93% $5.7M 2025-05-15 $8.79
2024 Q4 ADDED — — — 658,200 +268,100 +68.7% 0.91% $6.0M 2025-02-14 $9.43
2024 Q3 REDUCED — — — 390,100 -19,000 -4.6% 0.54% $3.5M 2024-11-14 $9.50
2024 Q2 REDUCED 38.7% +31.6% ❌ 409,100 -258,700 -38.7% 0.53% $2.9M 2024-08-14 $7.40
2024 Q1 ADDED — — — 667,800 +67,800 +11.3% 1.02% $5.3M 2024-05-15 $7.27
2023 Q4 ADDED — — — 600,000 +125,000 +26.3% 1.84% $6.5M 2024-02-14 $7.49
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VLY

As of 2026 Q1 — sorted by position size

Azora Capital LP 3Y 7Y 7.23% ENDEAVOUR CAPITAL ADVISORS INC 3Y 7Y 4.64% Cander Asset Management LP 4.39% Karl Kapital LLC 3.43% Elizabeth Park Capital Advisors, Ltd. 3Y 7Y 3.41% EJF Capital LP 3Y 7Y 2.8% Aspen Grove Capital, LLC 3Y 2.6% HOURGLASS CAPITAL, LLC 3Y 7Y 1.33% Leeward Investments, LLC - MA 3Y 1.13% Point Nemo Capital, LLC 0.88%

FAQ About MALTESE CAPITAL MANAGEMENT LLC and VLY

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

How long has MALTESE CAPITAL MANAGEMENT LLC reported owning VLY?

MALTESE CAPITAL MANAGEMENT LLC reported VLY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VLY position in MALTESE CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for VLY was 1.84% in 2023 Q4.

What is the latest reported VLY position on this page?

The most recent filing on this page is 2026 Q1, when MALTESE CAPITAL MANAGEMENT LLC reported 380,210 shares, equal to 0.92% of portfolio, with an estimated market value of $4.7M.

What does the chart on this VLY ownership page compare?

The chart compares MALTESE CAPITAL MANAGEMENT LLC'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.

How well did MALTESE CAPITAL MANAGEMENT LLC time their VLY position?

Based on 13F filing dates vs. subsequent VLY price moves, MALTESE CAPITAL MANAGEMENT LLC correctly timed 23 out of 44 reported position changes (52%). The annualised alpha on VLY relative to SPY over the holding period was -9.8%.

← Back to MALTESE CAPITAL MANAGEMENT LLC Holdings