Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Valley National Bancorp VLY Stock Holding History

Kovitz Investment Group Partners’s Portfolio VLY Stock Details VLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,986
Closed -$190K – 1305
2024
Q4 		$190K Buy
20,986
+649
+3% +$5.88K ﹤0.01% 1167
2024
Q3 		$179K Buy
20,337
+2,585
+15% +$22.8K ﹤0.01% 954
2024
Q2 		$124K Buy
+17,752
New +$124K ﹤0.01% 801