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Advisor Group’s Valley National Bancorp VLY Stock Holding History

Advisor Group’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
2019
Q4 		$235K Buy
20,586
+3,531
+21% +$40.6K ﹤0.01% 2263
2019
Q3 		$186K Sell
17,055
-10,367
-38% -$111K ﹤0.01% 2378
2019
Q2 		$295K Sell
27,422
-652
-2% -$6.68K ﹤0.01% 2019
2019
Q1 		$269K Buy
28,074
+15,416
+122% +$157K ﹤0.01% 2029
2018
Q4 		$113K Sell
12,658
-343
-3% -$3.46K ﹤0.01% 2553
2018
Q3 		$146K Sell
13,001
-20
-0.2% -$241 ﹤0.01% 2448
2018
Q2 		$158K Sell
13,021
-90
-0.7% -$1.14K ﹤0.01% 2163
2018
Q1 		$163K Buy
13,111
+1,011
+8% +$12.6K ﹤0.01% 2143
2017
Q4 		$136K Buy
12,100
+2,344
+24% +$27.2K ﹤0.01% 2321
2017
Q3 		$117K Sell
9,756
-39
-0.4% -$449 ﹤0.01% 2273
2017
Q2 		$115K Buy
9,795
+2,031
+26% +$23.8K ﹤0.01% 2192
2017
Q1 		$91K Hold
7,764
– – ﹤0.01% 2232
2016
Q4 		$91K Sell
7,764
-2,628
-25% -$28.1K ﹤0.01% 2136
2016
Q3 		$101K Hold
10,392
– – ﹤0.01% 1999
2016
Q2 		$93K Buy
+10,392
New +$97.2K ﹤0.01% 1977

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Advisor Group's VLY Position: Q4 2019 in Review

Advisor Group increased its Valley National Bancorp (VLY) stake by 21% in Q4 2019, buying an estimated $40.6K and bringing the position to 20,586 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

Advisor Group first reported a position in VLY in Q2 2016 and has held it in 15 quarters since. The position peaked at $295K in Q2 2019. 318 funds tracked by Wall St. Rank hold VLY as of Q4 2019.

  • Advisor Group held 20,586 shares of Valley National Bancorp worth $235K as of Q4 2019.
  • Advisor Group bought 3,531 Valley National Bancorp shares in Q4 2019, an estimated $40.6K.
  • Valley National Bancorp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2263 holding.
  • Advisor Group first reported a position in Valley National Bancorp in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Valley National Bancorp position peaked at $295K in Q2 2019.
  • 318 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.