Private Portfolio Partners’s Valley National Bancorp VLY Stock Holding History

Private Portfolio Partners’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	$131K	Buy	14,459 +1,959	+16%	+$19K	0.02%	295
2024 Q3	$113K	Buy	+12,500	New	+$102K	0.02%	290
2024 Q2	–	Sell	-12,500	Closed	-$99.5K	–	260
2024 Q1	$99.5K	Hold	12,500	–	–	0.02%	272
2023 Q4	$136K	Hold	12,500	–	–	0.03%	254
2023 Q3	$107K	Buy	+12,500	New	+$113K	0.03%	245
2023 Q2	–	Sell	-12,500	Closed	-$116K	–	261
2023 Q1	$116K	Sell	12,500 -148	-1%	-$1.64K	0.03%	246
2022 Q4	$143K	Buy	12,648 +2	+0%	+$24	0.04%	257
2022 Q3	$137K	Buy	12,646 +1	+0%	+$12	0.04%	257
2022 Q2	$132K	Hold	12,645	–	–	0.04%	253
2022 Q1	$165K	Buy	+12,645	New	+$176K	0.04%	273

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

Private Portfolio Partners's VLY Position: Q4 2024 in Review

Private Portfolio Partners increased its Valley National Bancorp (VLY) stake by 16% in Q4 2024, buying an estimated $19K and bringing the position to 14,459 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #295.

Private Portfolio Partners first reported a position in VLY in Q1 2022 and has held it in 10 quarters since. The position peaked at $165K in Q1 2022. 375 funds tracked by Wall St. Rank hold VLY as of Q4 2024.

Private Portfolio Partners held 14,459 shares of Valley National Bancorp worth $131K as of Q4 2024.
Private Portfolio Partners bought 1,959 Valley National Bancorp shares in Q4 2024, an estimated $19K.
Valley National Bancorp made up 0.02% of Private Portfolio Partners's portfolio in Q4 2024, its #295 holding.
Private Portfolio Partners first reported a position in Valley National Bancorp in Q1 2022 and has held it in 10 quarters since.
Private Portfolio Partners's Valley National Bancorp position peaked at $165K in Q1 2022.
375 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2024.

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