Foundry Partners’s Valley National Bancorp VLY Stock Holding History

Foundry 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
2024 Q1	–	Sell	-635,554	Closed	-$6.9M	–	322
2023 Q4	$6.9M	Buy	635,554 +15,340	+2%	+$138K	0.42%	72
2023 Q3	$5.31M	Buy	620,214 +102,854	+20%	+$933K	0.33%	100
2023 Q2	$4.01M	Buy	+517,360	New	+$4.11M	0.25%	125
2020 Q3	–	Sell	-407,850	Closed	-$3.19M	–	436
2020 Q2	$3.19M	Sell	407,850 -210,820	-34%	-$1.62M	0.16%	184
2020 Q1	$4.52M	Buy	618,670 +96,531	+18%	+$944K	0.25%	127
2019 Q4	$5.98M	Buy	522,139 +62,133	+14%	+$715K	0.23%	135
2019 Q3	$5M	Buy	460,006 +27,388	+6%	+$293K	0.21%	166
2019 Q2	$4.66M	Buy	432,618 +42,761	+11%	+$438K	0.18%	181
2019 Q1	$3.73M	Buy	+389,857	New	+$3.97M	0.15%	205

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Foundry Partners's VLY Position: Q1 2024 in Review

Foundry Partners sold out of Valley National Bancorp (VLY) in Q1 2024, closing a stake of 635,554 shares — an estimated $6.9M sold.

Foundry Partners first reported a position in VLY in Q1 2019 and held it in 9 quarters. The position peaked at $6.9M in Q4 2023. 362 funds tracked by Wall St. Rank hold VLY as of Q1 2024.

Foundry Partners reported no remaining Valley National Bancorp position as of Q1 2024 after selling out during the quarter.
Foundry Partners sold 635,554 Valley National Bancorp shares in Q1 2024, an estimated $6.9M.
Foundry Partners first reported a position in Valley National Bancorp in Q1 2019 and held it in 9 quarters.
Foundry Partners's Valley National Bancorp position peaked at $6.9M in Q4 2023.
362 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2024.

Based on Foundry Partners's 13F filing for Q1 2024, filed 8 May 2024.