R Squared’s Valley National Bancorp VLY Stock Holding History

R Squared’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
2025 Q1	–	Sell	-2,810	Closed	-$25.5K	–	1489
2024 Q4	$25.5K	Buy	+2,810	New	+$27.3K	0.02%	774

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

R Squared's VLY Position: Q1 2025 in Review

R Squared sold out of Valley National Bancorp (VLY) in Q1 2025, closing a stake of 2,810 shares — an estimated $25.5K sold.

R Squared first reported a position in VLY in Q4 2024 and held it in 1 quarter. The position peaked at $25.5K in Q4 2024. 380 funds tracked by Wall St. Rank hold VLY as of Q1 2025.

R Squared reported no remaining Valley National Bancorp position as of Q1 2025 after selling out during the quarter.
R Squared sold 2,810 Valley National Bancorp shares in Q1 2025, an estimated $25.5K.
R Squared first reported a position in Valley National Bancorp in Q4 2024 and held it in 1 quarter.
R Squared's Valley National Bancorp position peaked at $25.5K in Q4 2024.
380 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.