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Reilly Financial Advisors’s Valley National Bancorp VLY Stock Holding History

Reilly Financial 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 		$2K Buy
157
+1
+0.6% +$14 ﹤0.01% 1013
2021
Q3 		$2K Buy
156
+2
+1% +$26 ﹤0.01% 868
2021
Q2 		$2K Buy
154
+1
+0.7% +$14 ﹤0.01% 929
2021
Q1 		$2K Buy
+153
New +$1.84K ﹤0.01% 951

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

Reilly Financial Advisors's VLY Position: Q4 2021 in Review

Reilly Financial Advisors increased its Valley National Bancorp (VLY) stake by 0.64% in Q4 2021, buying an estimated $14 and bringing the position to 157 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Reilly Financial Advisors first reported a position in VLY in Q1 2021 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold VLY as of Q4 2021.

  • Reilly Financial Advisors held 157 shares of Valley National Bancorp worth $2K as of Q4 2021.
  • Reilly Financial Advisors bought 1 Valley National Bancorp share in Q4 2021, an estimated $14.
  • Valley National Bancorp made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1013 holding.
  • Reilly Financial Advisors first reported a position in Valley National Bancorp in Q1 2021 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.