Question 1

How many shares of VLY does &PARTNERS own?

Accepted Answer

&PARTNERS previously held 0 shares of VLY (VALLEY NATL BANCORP) before exiting the position in 2025-Q3.

Question 2

What is &PARTNERS's VLY position worth?

Accepted Answer

&PARTNERS's VLY position was last reported at $0 in 2025-Q3 before the exit.

Question 3

Is &PARTNERS buying or selling VLY?

Accepted Answer

In 2025-Q3, &PARTNERS exited their VLY position entirely (-100.0% change in shares).

Question 4

When did &PARTNERS first buy VLY?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in VLY in 2024-Q2. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q3 Latest	Exited	0	-100.0%	$0	0.0%	$10.49	0
2025-Q2	Increased	13,996	+0.1%	$124,984	0.0%	$8.79	22
2025-Q1	Increased	13,976	+5.3%	$123,131	0.0%	$8.50	23
2024-Q4	Increased	13,274	+0.9%	$120,166	0.0%	$8.72	22
2024-Q3	Decreased	13,158	-11.6%	$119,211	0.0%	$8.29	0
2024-Q2	New	14,888	—	$103,918	0.0%	$6.51	30