VLY β€” VALLEY NATL BANCORP

Ownership history in Petiole USA ltd  Β·  4 quarters on record

AI Ownership Summary

Petiole USA ltd reported VALLEY NATL BANCORP (VLY) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 2.43% in 2025 Q3. The latest visible filing shows VLY at 2.43% 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 Petiole USA ltd'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
2025 Q3

VLY was reported at 2.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.43% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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 Petiole USA ltd held VLY β€” position size vs. price
% of Fund (quarterly)    VLY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 332,000 β€” 0% 2.43% $3.5M 2025-11-13 $10.57
2025 Q2 UNCHANGED 332,000 β€” 0% 2.10% $3.0M 2025-08-13 $9.72
2025 Q1 UNCHANGED 332,000 β€” 0% 2.09% $3.0M 2025-05-14 $8.80
2024 Q4 INITIATED 332,000 β€” β€” 1.89% $3.0M 2025-02-13 $9.39

FAQ About Petiole USA ltd and VLY

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

How long has Petiole USA ltd reported owning VLY?

Petiole USA ltd reported VLY across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported VLY position in Petiole USA ltd's portfolio?

The largest reported portfolio weight for VLY was 2.43% in 2025 Q3.

What is the latest reported VLY position on this page?

The most recent filing on this page is 2025 Q3, when Petiole USA ltd reported 332,000 shares, equal to 2.43% of portfolio, with an estimated market value of $3.5M.

What does the chart on this VLY ownership page compare?

The chart compares Petiole USA ltd'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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