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Global Financial Private Client’s Valley National Bancorp VLY Stock Holding History

Global Financial Private Client’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
-79
Closed -$702 – 1550
2025
Q1 		$702 Buy
79
+50
+172% +$473 ﹤0.01% 1162
2024
Q4 		$263 Buy
+29
New +$281 ﹤0.01% 1165

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Financial Private Client's VLY Position: Q2 2025 in Review

Global Financial Private Client sold out of Valley National Bancorp (VLY) in Q2 2025, closing a stake of 79 shares — an estimated $702 sold.

Global Financial Private Client first reported a position in VLY in Q4 2024 and held it in 2 quarters. The position peaked at $702 in Q1 2025. 395 funds tracked by Wall St. Rank hold VLY as of Q2 2025.

  • Global Financial Private Client reported no remaining Valley National Bancorp position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 79 Valley National Bancorp shares in Q2 2025, an estimated $702.
  • Global Financial Private Client first reported a position in Valley National Bancorp in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Valley National Bancorp position peaked at $702 in Q1 2025.
  • 395 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.