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Claris Advisors’s Valley National Bancorp VLY Stock Holding History

Claris 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
-27
Closed -$245 – 1114
2024
Q3 		$245 Buy
+27
New +$219 ﹤0.01% 902

Other funds holding VLY

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

Claris Advisors's VLY Position: Q4 2024 in Review

Claris Advisors sold out of Valley National Bancorp (VLY) in Q4 2024, closing a stake of 27 shares — an estimated $245 sold.

Claris Advisors first reported a position in VLY in Q3 2024 and held it in 1 quarter. The position peaked at $245 in Q3 2024. 375 funds tracked by Wall St. Rank hold VLY as of Q4 2024.

  • Claris Advisors reported no remaining Valley National Bancorp position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 27 Valley National Bancorp shares in Q4 2024, an estimated $245.
  • Claris Advisors first reported a position in Valley National Bancorp in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Valley National Bancorp position peaked at $245 in Q3 2024.
  • 375 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.