BRWA
VLY icon

B. Riley Wealth Advisors’s Valley National Bancorp VLY Stock Holding History

B. Riley Wealth Advisors’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
2023
Q2 		– Sell
-14,156
Closed -$132K – 1649
2023
Q1 		$132K Hold
14,156
– – ﹤0.01% 1352
2022
Q4 		$162K Sell
14,156
-188
-1% -$2.21K ﹤0.01% 1303
2022
Q3 		$155K Sell
14,344
-5
-0% -$58 ﹤0.01% 1276
2022
Q2 		$150K Sell
14,349
-4,576
-24% -$54.4K 0.01% 1084
2022
Q1 		$247K Buy
18,925
+18
+0.1% +$251 0.01% 1104
2021
Q4 		$260K Sell
18,907
-5
-0% -$69 0.01% 1142
2021
Q3 		$252K Buy
18,912
+511
+3% +$6.6K 0.01% 1139
2021
Q2 		$248K Buy
+18,401
New +$257K 0.01% 1124
2015
Q1 		– Sell
-6,048
Closed -$59 – 1949
2014
Q4 		$59 Buy
+6,048
New +$58.6K ﹤0.01% 2008
2014
Q3 		– Sell
-70,400
Closed -$349K – 1857
2014
Q2 		$349K Buy
70,400
+35,200
+100% +$354K 0.08% 270
2014
Q1 		$366K Hold
35,200
– – 0.11% 214
2013
Q4 		$356K Buy
35,200
+4,800
+16% +$48.2K 0.11% 201
2013
Q3 		$302K Sell
30,400
-15,465
-34% -$156K 0.1% 220
2013
Q2 		$434K Buy
+45,865
New +$428K 0.15% 168

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

B. Riley Wealth Advisors's VLY Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Valley National Bancorp (VLY) in Q2 2023, closing a stake of 14,156 shares — an estimated $132K sold.

B. Riley Wealth Advisors first reported a position in VLY in Q2 2013 and held it in 14 quarters. The position peaked at $434K in Q2 2013. 328 funds tracked by Wall St. Rank hold VLY as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Valley National Bancorp position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,156 Valley National Bancorp shares in Q2 2023, an estimated $132K.
  • B. Riley Wealth Advisors first reported a position in Valley National Bancorp in Q2 2013 and held it in 14 quarters.
  • B. Riley Wealth Advisors's Valley National Bancorp position peaked at $434K in Q2 2013.
  • 328 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.