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Curi RMB Capital’s Valley National Bancorp VLY Stock Holding History

Curi RMB Capital’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
Q1 		– Sell
-100,000
Closed -$1.09M – 576
2023
Q4 		$1.09M Buy
100,000
+25,000
+33% +$224K 0.03% 281
2023
Q3 		$642K Sell
75,000
-50,000
-40% -$454K 0.02% 345
2023
Q2 		$969K Buy
+125,000
New +$994K 0.03% 290

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Curi RMB Capital's VLY Position: Q1 2024 in Review

Curi RMB Capital sold out of Valley National Bancorp (VLY) in Q1 2024, closing a stake of 100,000 shares — an estimated $1.09M sold.

Curi RMB Capital first reported a position in VLY in Q2 2023 and held it in 3 quarters. The position peaked at $1.09M in Q4 2023. 362 funds tracked by Wall St. Rank hold VLY as of Q1 2024.

  • Curi RMB Capital reported no remaining Valley National Bancorp position as of Q1 2024 after selling out during the quarter.
  • Curi RMB Capital sold 100,000 Valley National Bancorp shares in Q1 2024, an estimated $1.09M.
  • Curi RMB Capital first reported a position in Valley National Bancorp in Q2 2023 and held it in 3 quarters.
  • Curi RMB Capital's Valley National Bancorp position peaked at $1.09M in Q4 2023.
  • 362 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2024.

Based on Curi RMB Capital's 13F filing for Q1 2024, filed 15 May 2024.