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Orion Portfolio Solutions’s Valley National Bancorp VLY Stock Holding History

Orion Portfolio Solutions’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
-11,940
Closed -$108K – 1917
2024
Q3 		$108K Sell
11,940
-546
-4% -$4.43K ﹤0.01% 1743
2024
Q2 		$87.2K Sell
12,486
-55
-0.4% -$402 ﹤0.01% 1689
2024
Q1 		$99.8K Buy
12,541
+2,194
+21% +$19.6K ﹤0.01% 1653
2023
Q4 		$111K Buy
+10,347
New +$92.8K ﹤0.01% 1613
2022
Q4 		– Sell
-30,829
Closed -$333K – 837
2022
Q3 		$333K Buy
+30,829
New +$356K 0.01% 536
2020
Q3 		– Sell
-2,332
Closed -$18K – 1995
2020
Q2 		$18K Buy
+2,332
New +$17.9K ﹤0.01% 989
2020
Q1 		– Sell
-938
Closed -$11K – 2333
2019
Q4 		$11K Buy
+938
New +$10.8K ﹤0.01% 977

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Orion Portfolio Solutions's VLY Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Valley National Bancorp (VLY) in Q4 2024, closing a stake of 11,940 shares — an estimated $108K sold.

Orion Portfolio Solutions first reported a position in VLY in Q4 2019 and held it in 7 quarters. The position peaked at $333K in Q3 2022. 375 funds tracked by Wall St. Rank hold VLY as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining Valley National Bancorp position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 11,940 Valley National Bancorp shares in Q4 2024, an estimated $108K.
  • Orion Portfolio Solutions first reported a position in Valley National Bancorp in Q4 2019 and held it in 7 quarters.
  • Orion Portfolio Solutions's Valley National Bancorp position peaked at $333K in Q3 2022.
  • 375 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.