Garden State Investment Advisory Services’s Valley National Bancorp VLY Stock Holding History

Garden State Investment Advisory Services’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	-12,253	Closed	-$109K	–	335
2025 Q1	$109K	Buy	12,253 +142	+1%	+$1.34K	0.04%	249
2024 Q4	$110K	Buy	12,111 +145	+1%	+$1.41K	0.03%	252
2024 Q3	$109K	Buy	11,966 +182	+2%	+$1.48K	0.03%	225
2024 Q2	$82.6K	Buy	11,784 +158	+1%	+$1.15K	0.03%	226
2024 Q1	$91.9K	Buy	11,626 +514	+5%	+$4.58K	0.03%	215
2023 Q4	$121K	Buy	11,112 +143	+1%	+$1.28K	0.05%	210
2023 Q3	$94.2K	Buy	10,969 +151	+1%	+$1.37K	0.04%	193
2023 Q2	$84.2K	Buy	+10,818	New	+$86K	0.03%	218

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Garden State Investment Advisory Services's VLY Position: Q2 2025 in Review

Garden State Investment Advisory Services sold out of Valley National Bancorp (VLY) in Q2 2025, closing a stake of 12,253 shares — an estimated $109K sold.

Garden State Investment Advisory Services first reported a position in VLY in Q2 2023 and held it in 8 quarters. The position peaked at $121K in Q4 2023. 396 funds tracked by Wall St. Rank hold VLY as of Q2 2025.

Garden State Investment Advisory Services reported no remaining Valley National Bancorp position as of Q2 2025 after selling out during the quarter.
Garden State Investment Advisory Services sold 12,253 Valley National Bancorp shares in Q2 2025, an estimated $109K.
Garden State Investment Advisory Services first reported a position in Valley National Bancorp in Q2 2023 and held it in 8 quarters.
Garden State Investment Advisory Services's Valley National Bancorp position peaked at $121K in Q4 2023.
396 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2025.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.