Concourse Financial Group Securities’s Valley National Bancorp VLY Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-30	Closed	-$294	–	2010
2024 Q4	$294	Hold	30	–	–	﹤0.01%	2180
2024 Q3	$275	Sell	30 -448	-94%	-$3.64K	﹤0.01%	2175
2024 Q2	$3.39K	Buy	+478	New	+$3.49K	﹤0.01%	1942
2021 Q2	–	Sell	-1,285	Closed	-$17.9K	–	2445
2021 Q1	$18K	Hold	1,285	–	–	﹤0.01%	1599
2020 Q4	$13K	Hold	1,285	–	–	﹤0.01%	1617
2020 Q3	$9K	Hold	1,285	–	–	﹤0.01%	1622
2020 Q2	$10K	Hold	1,285	–	–	﹤0.01%	1509
2020 Q1	$10K	Hold	1,285	–	–	﹤0.01%	1463
2019 Q4	$15K	Buy	+1,285	New	+$14.8K	﹤0.01%	1350
2019 Q3	–	Sell	-1,285	Closed	-$13.7K	–	2155
2019 Q2	$14K	Hold	1,285	–	–	﹤0.01%	1387
2019 Q1	$12K	Hold	1,285	–	–	﹤0.01%	1467
2018 Q4	$11K	Buy	+1,285	New	+$13K	﹤0.01%	1406

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Concourse Financial Group Securities's VLY Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Valley National Bancorp (VLY) in Q1 2025, closing a stake of 30 shares — an estimated $294 sold.

Concourse Financial Group Securities first reported a position in VLY in Q4 2018 and held it in 12 quarters. The position peaked at $18K in Q1 2021. 381 funds tracked by Wall St. Rank hold VLY as of Q1 2025.

Concourse Financial Group Securities reported no remaining Valley National Bancorp position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 30 Valley National Bancorp shares in Q1 2025, an estimated $294.
Concourse Financial Group Securities first reported a position in Valley National Bancorp in Q4 2018 and held it in 12 quarters.
Concourse Financial Group Securities's Valley National Bancorp position peaked at $18K in Q1 2021.
381 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.