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

Concurrent 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
2026
Q1 		$216K Buy
17,593
+830
+5% +$10.3K ﹤0.01% 1707
2025
Q4 		$196K Sell
16,763
-3,372
-17% -$37.4K ﹤0.01% 1640
2025
Q3 		$213K Buy
20,135
+130
+0.6% +$1.3K ﹤0.01% 1326
2025
Q2 		$179K Buy
20,005
+134
+0.7% +$1.16K ﹤0.01% 1285
2025
Q1 		$177K Sell
19,871
-139
-0.7% -$1.31K ﹤0.01% 1148
2024
Q4 		$181K Sell
20,010
-750
-4% -$7.28K ﹤0.01% 1004
2024
Q3 		$188K Hold
20,760
– – 0.01% 951
2024
Q2 		$145K Hold
20,760
– – ﹤0.01% 908
2024
Q1 		$165K Buy
20,760
+889
+4% +$7.92K 0.01% 826
2023
Q4 		$216K Buy
+19,871
New +$178K 0.01% 747

Other funds holding VLY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return