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Planning Capital Management Corporation’s Valley National Bancorp VLY Stock Holding History

Planning Capital Management Corporation’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
Q3 		$115K Buy
12,651
+106
+0.8% +$861 0.08% 122
2024
Q2 		$87.6K Buy
12,545
+177
+1% +$1.29K 0.06% 146
2024
Q1 		$98.4K Buy
12,368
+129
+1% +$1.15K 0.07% 129
2023
Q4 		$133K Buy
+12,239
New +$110K 0.1% 111

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Planning Capital Management Corporation's VLY Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Valley National Bancorp (VLY) stake by 0.84% in Q3 2024, buying an estimated $861 and bringing the position to 12,651 shares worth $115K. The position accounts for 0.08% of the portfolio, ranked #122.

Planning Capital Management Corporation first reported a position in VLY in Q4 2023 and has held it in 4 quarters since. The position peaked at $133K in Q4 2023. 352 funds tracked by Wall St. Rank hold VLY as of Q3 2024.

  • Planning Capital Management Corporation held 12,651 shares of Valley National Bancorp worth $115K as of Q3 2024.
  • Planning Capital Management Corporation bought 106 Valley National Bancorp shares in Q3 2024, an estimated $861.
  • Valley National Bancorp made up 0.08% of Planning Capital Management Corporation's portfolio in Q3 2024, its #122 holding.
  • Planning Capital Management Corporation first reported a position in Valley National Bancorp in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Valley National Bancorp position peaked at $133K in Q4 2023.
  • 352 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.