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Legacy Advisors’s Valley National Bancorp VLY Stock Holding History

Legacy Advisors’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
Q2 		– Sell
-24,500
Closed -$195K – 344
2024
Q1 		$195K Hold
24,500
– – 0.02% 305
2023
Q4 		$269K Hold
24,500
– – 0.03% 258
2023
Q3 		$212K Hold
24,500
– – 0.03% 267
2023
Q2 		$193K Buy
+24,500
New +$195K 0.03% 261

Other funds holding VLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Legacy Advisors's VLY Position: Q2 2024 in Review

Legacy Advisors sold out of Valley National Bancorp (VLY) in Q2 2024, closing a stake of 24,500 shares — an estimated $195K sold.

Legacy Advisors first reported a position in VLY in Q2 2023 and held it in 4 quarters. The position peaked at $269K in Q4 2023. 352 funds tracked by Wall St. Rank hold VLY as of Q2 2024.

  • Legacy Advisors reported no remaining Valley National Bancorp position as of Q2 2024 after selling out during the quarter.
  • Legacy Advisors sold 24,500 Valley National Bancorp shares in Q2 2024, an estimated $195K.
  • Legacy Advisors first reported a position in Valley National Bancorp in Q2 2023 and held it in 4 quarters.
  • Legacy Advisors's Valley National Bancorp position peaked at $269K in Q4 2023.
  • 352 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2024.

Based on Legacy Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.