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Lindbrook Capital’s Valley National Bancorp VLY Stock Holding History

Lindbrook Capital’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 		$72.7K Buy
8,176
+7,347
+886% +$69.5K 0.01% 820
2024
Q4 		$7.51K Buy
829
+628
+312% +$6.09K ﹤0.01% 1801
2024
Q3 		$1.82K Sell
201
-49
-20% -$398 ﹤0.01% 2373
2024
Q2 		$1.75K Sell
250
-1,685
-87% -$12.3K ﹤0.01% 2380
2024
Q1 		$15.4K Buy
1,935
+311
+19% +$2.77K ﹤0.01% 1350
2023
Q4 		$17.6K Sell
1,624
-1,423
-47% -$12.8K ﹤0.01% 1250
2023
Q3 		$26.1K Buy
3,047
+484
+19% +$4.39K ﹤0.01% 936
2023
Q2 		$19.9K Sell
2,563
-153
-6% -$1.22K ﹤0.01% 1093
2023
Q1 		$25.1K Buy
2,716
+1,381
+103% +$15.3K ﹤0.01% 963
2022
Q4 		$15.1K Buy
1,335
+555
+71% +$6.53K ﹤0.01% 1218
2022
Q3 		$8K Buy
780
+544
+231% +$6.27K ﹤0.01% 1457
2022
Q2 		$2K Sell
236
-2,321
-91% -$27.6K ﹤0.01% 2075
2022
Q1 		$33K Buy
2,557
+1,813
+244% +$25.3K 0.01% 834
2021
Q4 		$10K Hold
744
– – ﹤0.01% 1286
2021
Q3 		$10K Buy
744
+162
+28% +$2.09K ﹤0.01% 1004
2021
Q2 		$8K Hold
582
– – ﹤0.01% 1155
2021
Q1 		$8K Buy
582
+435
+296% +$5.24K ﹤0.01% 1116
2020
Q4 		$1K Sell
147
-118
-45% -$1.03K ﹤0.01% 1709
2020
Q3 		$2K Sell
265
-289
-52% -$2.15K ﹤0.01% 1454
2020
Q2 		$4K Buy
554
+274
+98% +$2.1K ﹤0.01% 1211
2020
Q1 		$2K Buy
280
+157
+128% +$1.54K ﹤0.01% 1341
2019
Q4 		$1K Hold
123
– – ﹤0.01% 1456
2019
Q3 		$1K Hold
123
– – ﹤0.01% 1400
2019
Q2 		$1K Hold
123
– – ﹤0.01% 1362
2019
Q1 		$1K Hold
123
– – ﹤0.01% 1350
2018
Q4 		$1K Buy
+123
New +$1.24K ﹤0.01% 1306

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Lindbrook Capital's VLY Position: Q1 2025 in Review

Lindbrook Capital increased its Valley National Bancorp (VLY) stake by 886% in Q1 2025, buying an estimated $69.5K and bringing the position to 8,176 shares worth $72.7K. The position accounts for 0.01% of the portfolio, ranked #820.

Lindbrook Capital first reported a position in VLY in Q4 2018 and has held it in 26 quarters since. 381 funds tracked by Wall St. Rank hold VLY as of Q1 2025.

  • Lindbrook Capital held 8,176 shares of Valley National Bancorp worth $72.7K as of Q1 2025.
  • Lindbrook Capital bought 7,347 Valley National Bancorp shares in Q1 2025, an estimated $69.5K.
  • Valley National Bancorp made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #820 holding.
  • Lindbrook Capital first reported a position in Valley National Bancorp in Q4 2018 and has held it in 26 quarters since.
  • 381 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.