Capstone Investment Advisors
VLY icon

Capstone Investment Advisors’s Valley National Bancorp VLY Stock Holding History

Capstone Investment 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
2024
Q4 		– Sell
-31,002
Closed -$281K – 2026
2024
Q3 		$281K Buy
+31,002
New +$252K ﹤0.01% 1441
2024
Q2 		– Sell
-20,087
Closed -$160K – 2507
2024
Q1 		$160K Buy
+20,087
New +$179K ﹤0.01% 2061
2017
Q1 		– Sell
-74,000
Closed -$861K – 1136
2016
Q4 		$861K Buy
+74,000
New +$791K 0.03% 462

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capstone Investment Advisors's VLY Position: Q4 2024 in Review

Capstone Investment Advisors sold out of Valley National Bancorp (VLY) in Q4 2024, closing a stake of 31,002 shares — an estimated $281K sold.

Capstone Investment Advisors first reported a position in VLY in Q4 2016 and held it in 3 quarters. The position peaked at $861K in Q4 2016. 375 funds tracked by Wall St. Rank hold VLY as of Q4 2024.

  • Capstone Investment Advisors reported no remaining Valley National Bancorp position as of Q4 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 31,002 Valley National Bancorp shares in Q4 2024, an estimated $281K.
  • Capstone Investment Advisors first reported a position in Valley National Bancorp in Q4 2016 and held it in 3 quarters.
  • Capstone Investment Advisors's Valley National Bancorp position peaked at $861K in Q4 2016.
  • 375 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2024.

Based on Capstone Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.