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

Capital Advisors Ltd’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
Q2 		– Sell
-43
Closed – – 1654
2024
Q1 		$0 Hold
43
– – ﹤0.01% 1563
2023
Q4 		$0 Hold
43
– – ﹤0.01% 1505
2023
Q3 		$0 Hold
43
– – ﹤0.01% 1496
2023
Q2 		$0 Buy
+43
New +$342 ﹤0.01% 1558
2022
Q4 		– Sell
-252
Closed -$3K – 1669
2022
Q3 		$3K Buy
+252
New +$2.91K ﹤0.01% 781
2014
Q3 		– Sell
-5,250
Closed -$52K – 324
2014
Q2 		$52K Hold
5,250
– – 0.03% 178
2014
Q1 		$55K Hold
5,250
– – 0.03% 170
2013
Q4 		$53K Buy
+5,250
New +$52.7K 0.04% 146

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Advisors Ltd's VLY Position: Q2 2024 in Review

Capital Advisors Ltd sold out of Valley National Bancorp (VLY) in Q2 2024, closing a stake of 43 shares.

Capital Advisors Ltd first reported a position in VLY in Q4 2013 and held it in 8 quarters. The position peaked at $55K in Q1 2014. 352 funds tracked by Wall St. Rank hold VLY as of Q2 2024.

  • Capital Advisors Ltd reported no remaining Valley National Bancorp position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 43 Valley National Bancorp shares in Q2 2024.
  • Capital Advisors Ltd first reported a position in Valley National Bancorp in Q4 2013 and held it in 8 quarters.
  • Capital Advisors Ltd's Valley National Bancorp position peaked at $55K in Q1 2014.
  • 352 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.