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Pinnacle Financial Partners (Tennessee)’s Valley National Bancorp VLY Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2023
Q3 		– Sell
-161
Closed -$1.25K – 565
2023
Q2 		$1.25K Hold
161
– – ﹤0.01% 546
2023
Q1 		$1.49K Hold
161
– – ﹤0.01% 535
2022
Q4 		$1.82K Buy
+161
New +$1.9K ﹤0.01% 522

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s VLY Position: Q3 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of Valley National Bancorp (VLY) in Q3 2023, closing a stake of 161 shares — an estimated $1.25K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in VLY in Q4 2022 and held it in 3 quarters. The position peaked at $1.82K in Q4 2022. 324 funds tracked by Wall St. Rank hold VLY as of Q3 2023.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Valley National Bancorp position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 161 Valley National Bancorp shares in Q3 2023, an estimated $1.25K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Valley National Bancorp in Q4 2022 and held it in 3 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Valley National Bancorp position peaked at $1.82K in Q4 2022.
  • 324 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2023, filed 3 Nov 2023.