IFAM
VLY icon

Institutional & Family Asset Management’s Valley National Bancorp VLY Stock Holding History

Institutional & Family 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
2022
Q2 		– Sell
-9,429
Closed -$123K – 800
2022
Q1 		$123K Buy
9,429
+75
+0.8% +$1.04K 0.02% 177
2021
Q4 		$129K Buy
9,354
+75
+0.8% +$1.04K 0.02% 186
2021
Q3 		$123K Buy
9,279
+76
+0.8% +$982 0.02% 215
2021
Q2 		$124K Buy
9,203
+188
+2% +$2.63K 0.02% 216
2021
Q1 		$124K Sell
9,015
-14,336
-61% -$173K 0.02% 242
2020
Q4 		$228K Sell
23,351
-1,138
-5% -$9.9K 0.05% 174
2020
Q3 		$168K Buy
24,489
+347
+1% +$2.58K 0.04% 185
2020
Q2 		$189K Buy
24,142
+368
+2% +$2.83K 0.04% 180
2020
Q1 		$174K Buy
23,774
+227
+1% +$2.22K 0.04% 160
2019
Q4 		$270K Buy
23,547
+234
+1% +$2.69K 0.06% 146
2019
Q3 		$253K Buy
23,313
+243
+1% +$2.6K 0.06% 144
2019
Q2 		$249K Buy
23,070
+260
+1% +$2.67K 0.05% 154
2019
Q1 		$219K Buy
22,810
+279
+1% +$2.84K 0.05% 173
2018
Q4 		$200K Buy
22,531
+217
+1% +$2.19K 0.04% 164
2018
Q3 		$251K Sell
22,314
-5,256
-19% -$63.4K 0.05% 170
2018
Q2 		$335K Buy
27,570
+242
+0.9% +$3.05K 0.07% 144
2018
Q1 		$341K Buy
27,328
+264
+1% +$3.29K 0.07% 133
2017
Q4 		$304K Buy
27,064
+245
+0.9% +$2.84K 0.06% 138
2017
Q3 		$323K Buy
26,819
+249
+0.9% +$2.87K 0.06% 141
2017
Q2 		$314K Buy
26,570
+250
+0.9% +$2.93K 0.08% 109
2017
Q1 		$311K Sell
26,320
-3,823
-13% -$45.9K 0.1% 106
2016
Q4 		$351K Sell
30,143
-1,582
-5% -$16.9K 0.11% 106
2016
Q3 		$309K Hold
31,725
– – 0.1% 100
2016
Q2 		$289K Buy
31,725
+3,525
+13% +$33K 0.1% 101
2016
Q1 		$278K Hold
28,200
– – 0.1% 112
2015
Q4 		$278K Buy
+28,200
New +$293K 0.1% 111

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Institutional & Family Asset Management's VLY Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of Valley National Bancorp (VLY) in Q2 2022, closing a stake of 9,429 shares — an estimated $123K sold.

Institutional & Family Asset Management first reported a position in VLY in Q4 2015 and held it in 26 quarters. The position peaked at $351K in Q4 2016. 345 funds tracked by Wall St. Rank hold VLY as of Q2 2022.

  • Institutional & Family Asset Management reported no remaining Valley National Bancorp position as of Q2 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 9,429 Valley National Bancorp shares in Q2 2022, an estimated $123K.
  • Institutional & Family Asset Management first reported a position in Valley National Bancorp in Q4 2015 and held it in 26 quarters.
  • Institutional & Family Asset Management's Valley National Bancorp position peaked at $351K in Q4 2016.
  • 345 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.