Baird Financial Group
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Baird Financial Group’s Valley National Bancorp VLY Stock Holding History

Baird Financial 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
2024
Q1 		– Sell
-11,946
Closed -$130K – 1807
2023
Q4 		$130K Sell
11,946
-4,609
-28% -$41.4K ﹤0.01% 1667
2023
Q3 		$142K Sell
16,555
-111
-0.7% -$1.01K ﹤0.01% 1645
2023
Q2 		$129K Buy
16,666
+1,667
+11% +$13.3K ﹤0.01% 1641
2023
Q1 		$139K Buy
14,999
+595
+4% +$6.58K ﹤0.01% 1642
2022
Q4 		$163K Buy
14,404
+117
+0.8% +$1.38K ﹤0.01% 1624
2022
Q3 		$154K Buy
+14,287
New +$165K ﹤0.01% 1637

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baird Financial Group's VLY Position: Q1 2024 in Review

Baird Financial Group sold out of Valley National Bancorp (VLY) in Q1 2024, closing a stake of 11,946 shares — an estimated $130K sold.

Baird Financial Group first reported a position in VLY in Q3 2022 and held it in 6 quarters. The position peaked at $163K in Q4 2022. 362 funds tracked by Wall St. Rank hold VLY as of Q1 2024.

  • Baird Financial Group reported no remaining Valley National Bancorp position as of Q1 2024 after selling out during the quarter.
  • Baird Financial Group sold 11,946 Valley National Bancorp shares in Q1 2024, an estimated $130K.
  • Baird Financial Group first reported a position in Valley National Bancorp in Q3 2022 and held it in 6 quarters.
  • Baird Financial Group's Valley National Bancorp position peaked at $163K in Q4 2022.
  • 362 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2024.

Based on Baird Financial Group's 13F filing for Q1 2024, filed 14 May 2024.