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Ethic Inc’s Valley National Bancorp VLY Stock Holding History

Ethic Inc’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
Q2 		– Sell
-13,701
Closed -$122K – 1304
2025
Q1 		$122K Sell
13,701
-568
-4% -$5.37K ﹤0.01% 1105
2024
Q4 		$129K Sell
14,269
-5,225
-27% -$50.7K ﹤0.01% 1092
2024
Q3 		$155K Buy
19,494
+7,245
+59% +$58.8K ﹤0.01% 1022
2024
Q2 		$85.5K Sell
12,249
-7,245
-37% -$52.9K ﹤0.01% 1073
2024
Q1 		$155K Sell
19,494
-11,014
-36% -$98.1K ﹤0.01% 1021
2023
Q4 		$331K Sell
30,508
-1,511
-5% -$13.6K 0.01% 856
2023
Q3 		$274K Buy
32,019
+15,710
+96% +$143K 0.01% 841
2023
Q2 		$126K Buy
+16,309
New +$130K ﹤0.01% 937

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ethic Inc's VLY Position: Q2 2025 in Review

Ethic Inc sold out of Valley National Bancorp (VLY) in Q2 2025, closing a stake of 13,701 shares — an estimated $122K sold.

Ethic Inc first reported a position in VLY in Q2 2023 and held it in 8 quarters. The position peaked at $331K in Q4 2023. 395 funds tracked by Wall St. Rank hold VLY as of Q2 2025.

  • Ethic Inc reported no remaining Valley National Bancorp position as of Q2 2025 after selling out during the quarter.
  • Ethic Inc sold 13,701 Valley National Bancorp shares in Q2 2025, an estimated $122K.
  • Ethic Inc first reported a position in Valley National Bancorp in Q2 2023 and held it in 8 quarters.
  • Ethic Inc's Valley National Bancorp position peaked at $331K in Q4 2023.
  • 395 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2025.

Based on Ethic Inc's 13F filing for Q2 2025, filed 30 Jul 2025.