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Advisors Asset Management’s Valley National Bancorp VLY Stock Holding History

Advisors Asset Management’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
Q1 		– Sell
-2,289
Closed -$20.7K – 1546
2024
Q4 		$20.7K Sell
2,289
-130
-5% -$1.26K ﹤0.01% 1380
2024
Q3 		$21.9K Buy
2,419
+9
+0.4% +$73 ﹤0.01% 1371
2024
Q2 		$16.8K Sell
2,410
-6
-0.2% -$44 ﹤0.01% 1383
2024
Q1 		$19.2K Sell
2,416
-836
-26% -$7.45K ﹤0.01% 1369
2023
Q4 		$35.3K Buy
3,252
+180
+6% +$1.61K ﹤0.01% 1317
2023
Q3 		$26.3K Sell
3,072
-2,130
-41% -$19.3K ﹤0.01% 1342
2023
Q2 		$40.3K Sell
5,202
-60
-1% -$477 ﹤0.01% 1304
2023
Q1 		$48.6K Buy
5,262
+110
+2% +$1.22K ﹤0.01% 1307
2022
Q4 		$58.3K Buy
5,152
+1,631
+46% +$19.2K ﹤0.01% 1324
2022
Q3 		$38K Buy
3,521
+1,454
+70% +$16.8K ﹤0.01% 1384
2022
Q2 		$22K Buy
+2,067
New +$24.6K ﹤0.01% 1448
2017
Q1 		– Sell
-6,086
Closed -$71K – 1757
2016
Q4 		$71K Sell
6,086
-6,130
-50% -$65.5K ﹤0.01% 1610
2016
Q3 		$119K Sell
12,216
-11,742
-49% -$110K ﹤0.01% 1466
2016
Q2 		$218K Sell
23,958
-1,801
-7% -$16.8K ﹤0.01% 1326
2016
Q1 		$246K Sell
25,759
-41,887
-62% -$380K ﹤0.01% 1270
2015
Q4 		$666K Sell
67,646
-20,993
-24% -$218K 0.01% 1038
2015
Q3 		$872K Buy
88,639
+3,635
+4% +$35.8K 0.01% 920
2015
Q2 		$876K Buy
85,004
+4,574
+6% +$44.6K 0.01% 953
2015
Q1 		$759K Buy
80,430
+21,233
+36% +$201K 0.01% 951
2014
Q4 		$575K Buy
59,197
+53,711
+979% +$520K 0.01% 1026
2014
Q3 		$53K Sell
5,486
-600
-10% -$5.91K ﹤0.01% 1625
2014
Q2 		$60K Sell
6,086
-100
-2% -$1K ﹤0.01% 1623
2014
Q1 		$64K Hold
6,186
– – ﹤0.01% 1580
2013
Q4 		$63K Hold
6,186
– – ﹤0.01% 1551
2013
Q3 		$62K Sell
6,186
-200
-3% -$2.02K ﹤0.01% 1536
2013
Q2 		$60K Buy
+6,386
New +$59.6K ﹤0.01% 1473

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Advisors Asset Management's VLY Position: Q1 2025 in Review

Advisors Asset Management sold out of Valley National Bancorp (VLY) in Q1 2025, closing a stake of 2,289 shares — an estimated $20.7K sold.

Advisors Asset Management first reported a position in VLY in Q2 2013 and held it in 26 quarters. The position peaked at $876K in Q2 2015. 380 funds tracked by Wall St. Rank hold VLY as of Q1 2025.

  • Advisors Asset Management reported no remaining Valley National Bancorp position as of Q1 2025 after selling out during the quarter.
  • Advisors Asset Management sold 2,289 Valley National Bancorp shares in Q1 2025, an estimated $20.7K.
  • Advisors Asset Management first reported a position in Valley National Bancorp in Q2 2013 and held it in 26 quarters.
  • Advisors Asset Management's Valley National Bancorp position peaked at $876K in Q2 2015.
  • 380 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2025.

Based on Advisors Asset Management's 13F filing for Q1 2025, filed 15 May 2025.