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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kolinsky Wealth Management's VLY Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Valley National Bancorp (VLY) stake by 1.8% in Q4 2024, selling an estimated $4.9K and leaving 27,855 shares worth $252K. The position accounts for 0.15% of the portfolio, ranked #130.

Kolinsky Wealth Management first reported a position in VLY in Q4 2021 and has held it in 13 quarters since. The position peaked at $390K in Q4 2021. 376 funds tracked by Wall St. Rank hold VLY as of Q4 2024.

Kolinsky Wealth Management held 27,855 shares of Valley National Bancorp worth $252K as of Q4 2024.
Kolinsky Wealth Management sold 505 Valley National Bancorp shares in Q4 2024, an estimated $4.9K.
Valley National Bancorp made up 0.15% of Kolinsky Wealth Management's portfolio in Q4 2024, its #130 holding.
Kolinsky Wealth Management first reported a position in Valley National Bancorp in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's Valley National Bancorp position peaked at $390K in Q4 2021.
376 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.