NewSquare Capital’s Valley National Bancorp VLY Stock Holding History

NewSquare 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
2024 Q4	–	Sell	-1	Closed	-$9	–	930
2024 Q3	$9	Hold	1	–	–	﹤0.01%	336
2024 Q2	$7	Hold	1	–	–	﹤0.01%	350
2024 Q1	$8	Hold	1	–	–	﹤0.01%	434
2023 Q4	$11	Hold	1	–	–	﹤0.01%	487
2023 Q3	$8	Sell	1 -198	-99%	-$1.8K	﹤0.01%	592
2023 Q2	$1.54K	Hold	199	–	–	﹤0.01%	555
2023 Q1	$1.84K	Buy	199 +198	+19,800%	+$2.19K	﹤0.01%	579
2022 Q4	$11	Hold	1	–	–	﹤0.01%	820
2022 Q3	$0	Buy	+1	New	+$12	﹤0.01%	482
2021 Q3	–	Sell	-51,110	Closed	-$660K	–	391
2021 Q2	$686K	Buy	51,110 +1,270	+3%	+$17.7K	0.08%	128
2021 Q1	$685K	Buy	+49,840	New	+$600K	0.09%	120

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NewSquare Capital's VLY Position: Q4 2024 in Review

NewSquare Capital sold out of Valley National Bancorp (VLY) in Q4 2024, closing a stake of 1 share — an estimated $9 sold.

NewSquare Capital first reported a position in VLY in Q1 2021 and held it in 11 quarters. The position peaked at $686K in Q2 2021. 375 funds tracked by Wall St. Rank hold VLY as of Q4 2024.

NewSquare Capital reported no remaining Valley National Bancorp position as of Q4 2024 after selling out during the quarter.
NewSquare Capital sold 1 Valley National Bancorp share in Q4 2024, an estimated $9.
NewSquare Capital first reported a position in Valley National Bancorp in Q1 2021 and held it in 11 quarters.
NewSquare Capital's Valley National Bancorp position peaked at $686K in Q2 2021.
375 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2024.

Based on NewSquare Capital's 13F filing for Q4 2024, filed 6 Feb 2025.