Gibson Capital’s Valley National Bancorp VLY Stock Holding History

Gibson Capital’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 Q4	–	Sell	-11,191	Closed	-$101K	–	80
2024 Q3	$101K	Hold	11,191	–	–	0.02%	74
2024 Q2	$78.1K	Sell	11,191 -22,383	-67%	-$163K	0.02%	70
2024 Q1	$267K	Hold	33,574	–	–	0.06%	56
2023 Q4	$365K	Buy	+33,574	New	+$301K	0.09%	41
2023 Q2	–	Sell	-33,574	Closed	-$310K	–	61
2023 Q1	$310K	Hold	33,574	–	–	0.08%	37
2022 Q4	$380K	Hold	33,574	–	–	0.11%	28
2022 Q3	$363K	Hold	33,574	–	–	0.12%	27
2022 Q2	$350K	Hold	33,574	–	–	0.1%	27
2022 Q1	$437K	Hold	33,574	–	–	0.11%	22
2021 Q4	$461K	Buy	+33,574	New	+$466K	0.11%	23

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Gibson Capital's VLY Position: Q4 2024 in Review

Gibson Capital sold out of Valley National Bancorp (VLY) in Q4 2024, closing a stake of 11,191 shares — an estimated $101K sold.

Gibson Capital first reported a position in VLY in Q4 2021 and held it in 10 quarters. The position peaked at $461K in Q4 2021. 375 funds tracked by Wall St. Rank hold VLY as of Q4 2024.

Gibson Capital reported no remaining Valley National Bancorp position as of Q4 2024 after selling out during the quarter.
Gibson Capital sold 11,191 Valley National Bancorp shares in Q4 2024, an estimated $101K.
Gibson Capital first reported a position in Valley National Bancorp in Q4 2021 and held it in 10 quarters.
Gibson Capital's Valley National Bancorp position peaked at $461K in Q4 2021.
375 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2024.

Based on Gibson Capital's 13F filing for Q4 2024, filed 12 Feb 2025.