Kings Point Capital Management’s Valley National Bancorp VLY Stock Holding History

Kings Point Capital 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 Q1	$159K	Hold	12,227	–	–	0.01%	222
2021 Q4	$168K	Hold	12,227	–	–	0.01%	239
2021 Q3	$163K	Buy	12,227 +6,726	+122%	+$86.9K	0.01%	222
2021 Q2	$74K	Hold	5,501	–	–	0.01%	306
2021 Q1	$76K	Hold	5,501	–	–	0.01%	295
2020 Q4	$54K	Hold	5,501	–	–	0.01%	310
2020 Q3	$38K	Hold	5,501	–	–	﹤0.01%	336
2020 Q2	$43K	Hold	5,501	–	–	0.01%	293
2020 Q1	$40K	Hold	5,501	–	–	0.01%	302
2019 Q4	$63K	Hold	5,501	–	–	0.01%	288
2019 Q3	$60K	Buy	+5,501	New	+$58.9K	0.01%	276

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kings Point Capital Management's VLY Position: Q1 2022 in Review

Kings Point Capital Management held its Valley National Bancorp (VLY) position steady in Q1 2022 at 12,227 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #222.

Kings Point Capital Management first reported a position in VLY in Q3 2019 and has held it in 11 quarters since. The position peaked at $168K in Q4 2021. 314 funds tracked by Wall St. Rank hold VLY as of Q1 2022.

Kings Point Capital Management held 12,227 shares of Valley National Bancorp worth $159K as of Q1 2022.
Kings Point Capital Management left its Valley National Bancorp share count unchanged in Q1 2022.
Valley National Bancorp made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #222 holding.
Kings Point Capital Management first reported a position in Valley National Bancorp in Q3 2019 and has held it in 11 quarters since.
Kings Point Capital Management's Valley National Bancorp position peaked at $168K in Q4 2021.
314 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.