Kolinsky Wealth Management’s Valley National Bancorp VLY Stock Holding History

Kolinsky Wealth 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
2024 Q4	$252K	Sell	27,855 -505	-2%	-$4.9K	0.15%	130
2024 Q3	$257K	Hold	28,360	–	–	0.17%	137
2024 Q2	$198K	Hold	28,360	–	–	0.14%	151
2024 Q1	$226K	Hold	28,360	–	–	0.17%	130
2023 Q4	$308K	Hold	28,360	–	–	0.27%	94
2023 Q3	$243K	Hold	28,360	–	–	0.24%	103
2023 Q2	$225K	Sell	28,360 -1,666	-6%	-$13.3K	0.21%	113
2023 Q1	$277K	Buy	30,026 +16	+0.1%	+$177	0.29%	88
2022 Q4	$339K	Hold	30,010	–	–	0.39%	66
2022 Q3	$324K	Buy	30,010 +1,650	+6%	+$19K	0.41%	58
2022 Q2	$295K	Hold	28,360	–	–	0.35%	72
2022 Q1	$369K	Hold	28,360	–	–	0.36%	55
2021 Q4	$390K	Buy	+28,360	New	+$394K	0.36%	61

Other funds holding VLY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 $50.9B AUM 42.89% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return