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

Baron 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
2021
Q1 		– Sell
-100
Closed -$975 – 253
2020
Q4 		$975 Hold
100
– – ﹤0.01% 240
2020
Q3 		$685 Buy
+100
New +$743 ﹤0.01% 267

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Baron Financial Group's VLY Position: Q1 2021 in Review

Baron Financial Group sold out of Valley National Bancorp (VLY) in Q1 2021, closing a stake of 100 shares — an estimated $975 sold.

Baron Financial Group first reported a position in VLY in Q3 2020 and held it in 2 quarters. The position peaked at $975 in Q4 2020. 288 funds tracked by Wall St. Rank hold VLY as of Q1 2021.

  • Baron Financial Group reported no remaining Valley National Bancorp position as of Q1 2021 after selling out during the quarter.
  • Baron Financial Group sold 100 Valley National Bancorp shares in Q1 2021, an estimated $975.
  • Baron Financial Group first reported a position in Valley National Bancorp in Q3 2020 and held it in 2 quarters.
  • Baron Financial Group's Valley National Bancorp position peaked at $975 in Q4 2020.
  • 288 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2021.

Based on Baron Financial Group's 13F filing for Q1 2021, filed 13 May 2021.