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Ameritas Advisory Services’s Valley National Bancorp VLY Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-488
Closed -$4.36K – 2915
2025
Q2 		$4.36K Buy
+488
New +$4.24K ﹤0.01% 2272

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
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Ameritas Advisory Services's VLY Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Valley National Bancorp (VLY) in Q3 2025, closing a stake of 488 shares — an estimated $4.36K sold.

Ameritas Advisory Services first reported a position in VLY in Q2 2025 and held it in 1 quarter. The position peaked at $4.36K in Q2 2025. 407 funds tracked by Wall St. Rank hold VLY as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Valley National Bancorp position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 488 Valley National Bancorp shares in Q3 2025, an estimated $4.36K.
  • Ameritas Advisory Services first reported a position in Valley National Bancorp in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's Valley National Bancorp position peaked at $4.36K in Q2 2025.
  • 407 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.