Gallagher Fiduciary Advisors’s Valley National Bancorp VLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$550K Buy
61,584
+10,977
+22% +$98K 0.02% 165
2025
Q1
$450K Buy
50,607
+3,416
+7% +$30.4K 0.01% 172
2024
Q4
$428K Buy
47,191
+7,024
+17% +$63.6K 0.08% 164
2024
Q3
$364K Buy
40,167
+10,611
+36% +$96.1K 0.07% 163
2024
Q2
$206K Buy
29,556
+17,264
+140% +$121K 0.05% 231
2024
Q1
$97.8K Buy
+12,292
New +$97.8K ﹤0.01% 195