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Next Financial Group’s Valley National Bancorp VLY Stock Holding History

Next Financial Group’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
2021
Q4 		$41K Buy
2,991
+107
+4% +$1.49K ﹤0.01% 1561
2021
Q3 		$38K Sell
2,884
-693
-19% -$8.95K ﹤0.01% 1535
2021
Q2 		$48K Sell
3,577
-419
-10% -$5.85K ﹤0.01% 1400
2021
Q1 		$55K Buy
3,996
+419
+12% +$5.05K ﹤0.01% 1242
2020
Q4 		$35K Hold
3,577
– – ﹤0.01% 1322
2020
Q3 		$25K Buy
+3,577
New +$26.6K ﹤0.01% 1341
2020
Q2 		– Sell
-3,577
Closed -$26K – 1860
2020
Q1 		$26K Sell
3,577
-24,018
-87% -$235K ﹤0.01% 1183
2019
Q4 		$318K Sell
27,595
-566
-2% -$6.51K 0.03% 504
2019
Q3 		$309K Sell
28,161
-7,228
-20% -$77.3K 0.03% 486
2019
Q2 		$385K Sell
35,389
-407
-1% -$4.17K 0.04% 416
2019
Q1 		$347K Buy
35,796
+34,619
+2,941% +$352K 0.09% 219
2018
Q4 		$10K Buy
1,177
+484
+70% +$4.88K ﹤0.01% 1348
2018
Q3 		$8K Buy
+693
New +$8.36K ﹤0.01% 1063
2017
Q4 		– Sell
-693
Closed -$8K – 1385
2017
Q3 		$8K Sell
693
-2,000
-74% -$23K ﹤0.01% 1307
2017
Q2 		$32K Sell
2,693
-9,800
-78% -$115K 0.01% 925
2017
Q1 		$147K Sell
12,493
-18,918
-60% -$227K 0.04% 389
2016
Q4 		$366K Buy
31,411
+30,000
+2,126% +$321K 0.06% 318
2016
Q3 		$14K Buy
1,411
+718
+104% +$6.71K ﹤0.01% 1523
2016
Q2 		$6K Hold
693
– – ﹤0.01% 1377
2016
Q1 		$6K Hold
693
– – ﹤0.01% 1338
2015
Q4 		$6K Hold
693
– – ﹤0.01% 1346
2015
Q3 		$6K Buy
+693
New +$6.82K ﹤0.01% 1383
2014
Q4 		– Sell
-1,411
Closed -$14K – 2374
2014
Q3 		$14K Buy
+1,411
New +$13.9K ﹤0.01% 1611

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Next Financial Group's VLY Position: Q4 2021 in Review

Next Financial Group increased its Valley National Bancorp (VLY) stake by 3.7% in Q4 2021, buying an estimated $1.49K and bringing the position to 2,991 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Next Financial Group first reported a position in VLY in Q3 2014 and has held it in 23 quarters since. The position peaked at $385K in Q2 2019. 319 funds tracked by Wall St. Rank hold VLY as of Q4 2021.

  • Next Financial Group held 2,991 shares of Valley National Bancorp worth $41K as of Q4 2021.
  • Next Financial Group bought 107 Valley National Bancorp shares in Q4 2021, an estimated $1.49K.
  • Valley National Bancorp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1561 holding.
  • Next Financial Group first reported a position in Valley National Bancorp in Q3 2014 and has held it in 23 quarters since.
  • Next Financial Group's Valley National Bancorp position peaked at $385K in Q2 2019.
  • 319 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.