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HM Payson & Co’s Valley National Bancorp VLY Stock Holding History

HM Payson & Co’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
-108
Closed -$979 – 1154
2024
Q3 		$979 Buy
+108
New +$877 ﹤0.01% 1026
2021
Q4 		– Sell
-224
Closed -$3K – 1170
2021
Q3 		$3K Hold
224
– – ﹤0.01% 972
2021
Q2 		$3K Sell
224
-3,000
-93% -$41.9K ﹤0.01% 963
2021
Q1 		$44K Buy
3,224
+3,000
+1,339% +$36.1K ﹤0.01% 628
2020
Q4 		$2K Buy
+224
New +$1.95K ﹤0.01% 1030

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HM Payson & Co's VLY Position: Q4 2024 in Review

HM Payson & Co sold out of Valley National Bancorp (VLY) in Q4 2024, closing a stake of 108 shares — an estimated $979 sold.

HM Payson & Co first reported a position in VLY in Q4 2020 and held it in 5 quarters. The position peaked at $44K in Q1 2021. 375 funds tracked by Wall St. Rank hold VLY as of Q4 2024.

  • HM Payson & Co reported no remaining Valley National Bancorp position as of Q4 2024 after selling out during the quarter.
  • HM Payson & Co sold 108 Valley National Bancorp shares in Q4 2024, an estimated $979.
  • HM Payson & Co first reported a position in Valley National Bancorp in Q4 2020 and held it in 5 quarters.
  • HM Payson & Co's Valley National Bancorp position peaked at $44K in Q1 2021.
  • 375 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.