Edgestream Partners’s Valley National Bancorp VLY Stock Holding History

Edgestream Partners’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	-16,349	Closed	-$148K	–	1095
2024 Q4	$148K	Sell	16,349 -444,883	-96%	-$4.32M	0.01%	829
2024 Q3	$4.18M	Buy	461,232 +279,165	+153%	+$2.27M	0.18%	177
2024 Q2	$1.27M	Sell	182,067 -210,511	-54%	-$1.54M	0.06%	462
2024 Q1	$3.12M	Buy	392,578 +349,954	+821%	+$3.12M	0.16%	223
2023 Q4	$463K	Sell	42,624 -44,044	-51%	-$395K	0.03%	631
2023 Q3	$742K	Sell	86,668 -119,385	-58%	-$1.08M	0.06%	488
2023 Q2	$1.6M	Buy	+206,053	New	+$1.64M	0.14%	243
2022 Q4	–	Sell	-35,596	Closed	-$384K	–	647
2022 Q3	$384K	Sell	35,596 -103,314	-74%	-$1.19M	0.03%	372
2022 Q2	$1.45M	Buy	138,910 +96,299	+226%	+$1.14M	0.11%	260
2022 Q1	$555K	Buy	+42,611	New	+$594K	0.04%	409

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

Edgestream Partners's VLY Position: Q1 2025 in Review

Edgestream Partners sold out of Valley National Bancorp (VLY) in Q1 2025, closing a stake of 16,349 shares — an estimated $148K sold.

Edgestream Partners first reported a position in VLY in Q1 2022 and held it in 10 quarters. The position peaked at $4.18M in Q3 2024. 380 funds tracked by Wall St. Rank hold VLY as of Q1 2025.

Edgestream Partners reported no remaining Valley National Bancorp position as of Q1 2025 after selling out during the quarter.
Edgestream Partners sold 16,349 Valley National Bancorp shares in Q1 2025, an estimated $148K.
Edgestream Partners first reported a position in Valley National Bancorp in Q1 2022 and held it in 10 quarters.
Edgestream Partners's Valley National Bancorp position peaked at $4.18M in Q3 2024.
380 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2025.

Based on Edgestream Partners's 13F filing for Q1 2025, filed 2 May 2025.