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HWAM
Hennion & Walsh Asset Management’s
Valley National Bancorp
VLY
Stock Holding History
Hennion & Walsh Asset Management’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
Q4
–
Sell
-33,309
Closed
-$353K
–
1000
2025
Q3
$353K
Sell
33,309
-555
-2%
-$5.54K
0.01%
795
2025
Q2
$302K
Sell
33,864
-1,441
-4%
-$12.5K
0.01%
810
2025
Q1
$314K
Sell
35,305
-295
-0.8%
-$2.79K
0.01%
755
2024
Q4
$323K
Buy
35,600
+5,181
+17%
+$50.3K
0.01%
739
2024
Q3
$276K
Buy
30,419
+2,154
+8%
+$17.5K
0.01%
759
2024
Q2
$197K
Buy
28,265
+15,004
+113%
+$110K
0.01%
809
2024
Q1
$106K
Sell
13,261
-12,749
-49%
-$114K
0.01%
830
2023
Q4
$282K
Sell
26,010
-15,913
-38%
-$143K
0.02%
698
2023
Q3
$359K
Sell
41,923
-2,398
-5%
-$21.8K
0.02%
612
2023
Q2
$343K
Sell
44,321
-782
-2%
-$6.22K
0.02%
613
2023
Q1
$417K
Sell
45,103
-869
-2%
-$9.61K
0.03%
550
2022
Q4
$520K
Sell
45,972
-732
-2%
-$8.62K
0.03%
493
2022
Q3
$504K
Sell
46,704
-107
-0.2%
-$1.23K
0.03%
479
2022
Q2
$487K
Buy
46,811
+12,668
+37%
+$150K
0.03%
486
2022
Q1
$445K
Buy
+34,143
New
+$476K
0.02%
538
2021
Q4
–
Sell
-35,567
Closed
-$473K
–
789
2021
Q3
$473K
Sell
35,567
-12,373
-26%
-$160K
0.02%
523
2021
Q2
$644K
Sell
47,940
-1,946
-4%
-$27.2K
0.03%
468
2021
Q1
$685K
Buy
+49,886
New
+$601K
0.04%
437
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NAMI
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$58.4B AUM
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$1.61T AUM
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1-Year Est. Return
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$535B AUM
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1-Year Est. Return
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$134B AUM
35.51%
1-Year Est. Return
ACL
Azora Capital LP
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$1.52B AUM
39.16%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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