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Gillson Capital’s Valley National Bancorp VLY Stock Holding History

Gillson 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
2023
Q4 		– Sell
-2,419,969
Closed -$20.7M – 106
2023
Q3 		$20.7M Buy
2,419,969
+911,514
+60% +$8.27M 1.54% 20
2023
Q2 		$11.7M Buy
+1,508,455
New +$12M 1.03% 38
2017
Q1 		– Sell
-312,652
Closed -$3.64M – 39
2016
Q4 		$3.64M Buy
+312,652
New +$3.34M 0.78% 31

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gillson Capital's VLY Position: Q4 2023 in Review

Gillson Capital sold out of Valley National Bancorp (VLY) in Q4 2023, closing a stake of 2,419,969 shares — an estimated $20.7M sold.

Gillson Capital first reported a position in VLY in Q4 2016 and held it in 3 quarters. The position peaked at $20.7M in Q3 2023. 335 funds tracked by Wall St. Rank hold VLY as of Q4 2023.

  • Gillson Capital reported no remaining Valley National Bancorp position as of Q4 2023 after selling out during the quarter.
  • Gillson Capital sold 2,419,969 Valley National Bancorp shares in Q4 2023, an estimated $20.7M.
  • Gillson Capital first reported a position in Valley National Bancorp in Q4 2016 and held it in 3 quarters.
  • Gillson Capital's Valley National Bancorp position peaked at $20.7M in Q3 2023.
  • 335 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2023.

Based on Gillson Capital's 13F filing for Q4 2023, filed 14 Feb 2024.