Berman Capital Advisors’s Valley National Bancorp VLY Stock Holding History

Berman Capital 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
2021 Q3	$11K	Buy	858 +379	+79%	+$4.89K	﹤0.01%	1165
2021 Q2	$6K	Buy	479 +3	+0.6%	+$42	﹤0.01%	1314
2021 Q1	$6K	Buy	476 +4	+0.8%	+$48	﹤0.01%	1231
2020 Q4	$4K	Buy	472 +225	+91%	+$1.96K	﹤0.01%	1245
2020 Q3	$1K	Buy	247 +1	+0.4%	+$7	﹤0.01%	1528
2020 Q2	$1K	Hold	246	–	–	﹤0.01%	1516
2020 Q1	$1K	Sell	246 -613	-71%	-$6K	﹤0.01%	1385
2019 Q4	$9K	Buy	859 +7	+0.8%	+$81	﹤0.01%	797
2019 Q3	$9K	Buy	852 +6	+0.7%	+$64	﹤0.01%	761
2019 Q2	$9K	Buy	846 +423	+100%	+$4.33K	﹤0.01%	789
2019 Q1	$4K	Buy	+423	New	+$4.31K	﹤0.01%	946

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berman Capital Advisors's VLY Position: Q3 2021 in Review

Berman Capital Advisors increased its Valley National Bancorp (VLY) stake by 79% in Q3 2021, buying an estimated $4.89K and bringing the position to 858 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Berman Capital Advisors first reported a position in VLY in Q1 2019 and has held it in 11 quarters since. 308 funds tracked by Wall St. Rank hold VLY as of Q3 2021.

Berman Capital Advisors held 858 shares of Valley National Bancorp worth $11K as of Q3 2021.
Berman Capital Advisors bought 379 Valley National Bancorp shares in Q3 2021, an estimated $4.89K.
Valley National Bancorp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1165 holding.
Berman Capital Advisors first reported a position in Valley National Bancorp in Q1 2019 and has held it in 11 quarters since.
308 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.