Kovitz Investment Group Partners
VLY icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,986
Closed -$190K – 1320
2024
Q4 		$190K Buy
20,986
+649
+3% +$6.29K ﹤0.01% 1175
2024
Q3 		$179K Buy
20,337
+2,585
+15% +$21K ﹤0.01% 957
2024
Q2 		$124K Buy
+17,752
New +$130K ﹤0.01% 803

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State Street
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Dimensional Fund Advisors
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Kovitz Investment Group Partners's VLY Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Valley National Bancorp (VLY) in Q1 2025, closing a stake of 20,986 shares — an estimated $190K sold.

Kovitz Investment Group Partners first reported a position in VLY in Q2 2024 and held it in 3 quarters. The position peaked at $190K in Q4 2024. 381 funds tracked by Wall St. Rank hold VLY as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining Valley National Bancorp position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 20,986 Valley National Bancorp shares in Q1 2025, an estimated $190K.
  • Kovitz Investment Group Partners first reported a position in Valley National Bancorp in Q2 2024 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Valley National Bancorp position peaked at $190K in Q4 2024.
  • 381 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.