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Advisornet Financial’s Valley National Bancorp VLY Stock Holding History

Advisornet Financial’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
2025
Q2 		– Sell
-68
Closed -$605 – 2375
2025
Q1 		$605 Hold
68
– – ﹤0.01% 1943
2024
Q4 		$616 Sell
68
-322
-83% -$3.12K ﹤0.01% 1734
2024
Q3 		$3.53K Buy
390
+223
+134% +$1.81K ﹤0.01% 1646
2024
Q2 		$1.17K Buy
167
+57
+52% +$416 ﹤0.01% 1768
2024
Q1 		$876 Buy
110
+45
+69% +$401 ﹤0.01% 1793
2023
Q4 		$706 Buy
+65
New +$583 ﹤0.01% 2000

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisornet Financial's VLY Position: Q2 2025 in Review

Advisornet Financial sold out of Valley National Bancorp (VLY) in Q2 2025, closing a stake of 68 shares — an estimated $605 sold.

Advisornet Financial first reported a position in VLY in Q4 2023 and held it in 6 quarters. The position peaked at $3.53K in Q3 2024. 395 funds tracked by Wall St. Rank hold VLY as of Q2 2025.

  • Advisornet Financial reported no remaining Valley National Bancorp position as of Q2 2025 after selling out during the quarter.
  • Advisornet Financial sold 68 Valley National Bancorp shares in Q2 2025, an estimated $605.
  • Advisornet Financial first reported a position in Valley National Bancorp in Q4 2023 and held it in 6 quarters.
  • Advisornet Financial's Valley National Bancorp position peaked at $3.53K in Q3 2024.
  • 395 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.