Congress Asset Management’s Valley National Bancorp VLY Stock Holding History

Congress Asset Management’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
2023 Q3	–	Sell	-280,479	Closed	-$2.17M	–	389
2023 Q2	$2.17M	Buy	280,479 +3,650	+1%	+$29K	0.02%	278
2023 Q1	$2.56M	Buy	276,829 +27,637	+11%	+$306K	0.02%	265
2022 Q4	$2.82M	Buy	249,192 +2,627	+1%	+$30.9K	0.03%	257
2022 Q3	$2.66M	Buy	246,565 +2,531	+1%	+$29.2K	0.03%	246
2022 Q2	$2.54M	Buy	244,034 +2	+0%	+$24	0.02%	258
2022 Q1	$3.18M	Buy	244,032 +6,154	+3%	+$85.8K	0.03%	259
2021 Q4	$3.27M	Buy	237,878 +76	+0%	+$1.05K	0.02%	252
2021 Q3	$3.17M	Buy	237,802 +76	+0%	+$982	0.02%	246
2021 Q2	$3.19M	Buy	237,726 +36,448	+18%	+$509K	0.03%	248
2021 Q1	$2.77M	Buy	201,278 +22,060	+12%	+$266K	0.03%	242
2020 Q4	$1.75M	Sell	179,218 -3,305	-2%	-$28.8K	0.02%	245
2020 Q3	$1.25M	Hold	182,523	–	–	0.01%	249
2020 Q2	$1.43M	Sell	182,523 -71,705	-28%	-$550K	0.02%	242
2020 Q1	$1.86M	Sell	254,228 -15,910	-6%	-$156K	0.03%	221
2019 Q4	$3.09M	Sell	270,138 -67,620	-20%	-$778K	0.04%	219
2019 Q3	$3.67M	Hold	337,758	–	–	0.05%	209
2019 Q2	$3.64M	Hold	337,758	–	–	0.05%	224
2019 Q1	$3.24M	Sell	337,758 -5,575	-2%	-$56.8K	0.04%	228
2018 Q4	$3.05M	Buy	343,333 +14,500	+4%	+$146K	0.05%	224
2018 Q3	$3.7M	Buy	328,833 +31,955	+11%	+$386K	0.05%	226
2018 Q2	$3.61M	Sell	296,878 -9,855	-3%	-$124K	0.05%	218
2018 Q1	$3.82M	Buy	306,733 +7,766	+3%	+$96.8K	0.05%	208
2017 Q4	$3.35M	Buy	298,967 +167,363	+127%	+$1.94M	0.05%	212
2017 Q3	$1.59M	Buy	+131,604	New	+$1.52M	0.02%	283

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Congress Asset Management's VLY Position: Q3 2023 in Review

Congress Asset Management sold out of Valley National Bancorp (VLY) in Q3 2023, closing a stake of 280,479 shares — an estimated $2.17M sold.

Congress Asset Management first reported a position in VLY in Q3 2017 and held it in 24 quarters. The position peaked at $3.82M in Q1 2018. 323 funds tracked by Wall St. Rank hold VLY as of Q3 2023.

Congress Asset Management reported no remaining Valley National Bancorp position as of Q3 2023 after selling out during the quarter.
Congress Asset Management sold 280,479 Valley National Bancorp shares in Q3 2023, an estimated $2.17M.
Congress Asset Management first reported a position in Valley National Bancorp in Q3 2017 and held it in 24 quarters.
Congress Asset Management's Valley National Bancorp position peaked at $3.82M in Q1 2018.
323 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2023.

Based on Congress Asset Management's 13F filing for Q3 2023, filed 1 Nov 2023.