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Keynote Financial Services’s Valley National Bancorp VLY Stock Holding History

Keynote Financial Services’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
-16,433
Closed -$149K – 159
2024
Q3 		$149K Sell
16,433
-2,215
-12% -$18K 0.11% 144
2024
Q2 		$130K Sell
18,648
-11,400
-38% -$83.3K 0.11% 136
2024
Q1 		$239K Buy
+30,048
New +$268K 0.2% 117

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

Keynote Financial Services's VLY Position: Q4 2024 in Review

Keynote Financial Services sold out of Valley National Bancorp (VLY) in Q4 2024, closing a stake of 16,433 shares — an estimated $149K sold.

Keynote Financial Services first reported a position in VLY in Q1 2024 and held it in 3 quarters. The position peaked at $239K in Q1 2024. 375 funds tracked by Wall St. Rank hold VLY as of Q4 2024.

  • Keynote Financial Services reported no remaining Valley National Bancorp position as of Q4 2024 after selling out during the quarter.
  • Keynote Financial Services sold 16,433 Valley National Bancorp shares in Q4 2024, an estimated $149K.
  • Keynote Financial Services first reported a position in Valley National Bancorp in Q1 2024 and held it in 3 quarters.
  • Keynote Financial Services's Valley National Bancorp position peaked at $239K in Q1 2024.
  • 375 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2024.

Based on Keynote Financial Services's 13F filing for Q4 2024, filed 5 Feb 2025.