RCA
VLY icon

Ranch Capital Advisors’s Valley National Bancorp VLY Stock Holding History

Ranch Capital Advisors’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
2021
Q4 		– Sell
-525
Closed -$7K – 575
2021
Q3 		$7K Hold
525
– – ﹤0.01% 517
2021
Q2 		$7K Hold
525
– – ﹤0.01% 709
2021
Q1 		$7K Hold
525
– – ﹤0.01% 697
2020
Q4 		$5K Hold
525
– – ﹤0.01% 732
2020
Q3 		$3K Hold
525
– – ﹤0.01% 775
2020
Q2 		$4K Hold
525
– – ﹤0.01% 775
2020
Q1 		$3K Hold
525
– – ﹤0.01% 772
2019
Q4 		$6K Buy
+525
New +$6.04K ﹤0.01% 766

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ranch Capital Advisors's VLY Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Valley National Bancorp (VLY) in Q4 2021, closing a stake of 525 shares — an estimated $7K sold.

Ranch Capital Advisors first reported a position in VLY in Q4 2019 and held it in 8 quarters. The position peaked at $7K in Q3 2021. 319 funds tracked by Wall St. Rank hold VLY as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Valley National Bancorp position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 525 Valley National Bancorp shares in Q4 2021, an estimated $7K.
  • Ranch Capital Advisors first reported a position in Valley National Bancorp in Q4 2019 and held it in 8 quarters.
  • Ranch Capital Advisors's Valley National Bancorp position peaked at $7K in Q3 2021.
  • 319 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.