Sowell Financial Services’s Valley National Bancorp VLY Stock Holding History

Sowell Financial Services’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	–	Sell	-41,920	Closed	-$297K	–	585
2024 Q2	$297K	Sell	41,920 -1,721	-4%	-$12.6K	0.01%	491
2024 Q1	$348K	Buy	+43,641	New	+$389K	0.02%	504
2023 Q1	–	Sell	-38,188	Closed	-$432K	–	844
2022 Q4	$432K	Buy	+38,188	New	+$450K	0.03%	448
2021 Q3	–	Sell	-17,025	Closed	-$231K	–	560
2021 Q2	$231K	Sell	17,025 -1,174	-6%	-$16.4K	0.02%	496
2021 Q1	$265K	Sell	18,199 -25,477	-58%	-$307K	0.01%	895
2020 Q4	$426K	Sell	43,676 -6,231	-12%	-$54.2K	0.02%	568
2020 Q3	$342K	Buy	49,907 +1,319	+3%	+$9.8K	0.02%	572
2020 Q2	$380K	Buy	48,588 +19,160	+65%	+$147K	0.02%	528
2020 Q1	$215K	Buy	29,428 +29,103	+8,955%	+$285K	0.02%	628
2019 Q4	$4K	Hold	325	–	–	﹤0.01%	2013
2019 Q3	$4K	Buy	+325	New	+$3.48K	﹤0.01%	1880

Other funds holding VLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Sowell Financial Services's VLY Position: Q3 2024 in Review

Sowell Financial Services sold out of Valley National Bancorp (VLY) in Q3 2024, closing a stake of 41,920 shares — an estimated $297K sold.

Sowell Financial Services first reported a position in VLY in Q3 2019 and held it in 11 quarters. The position peaked at $432K in Q4 2022. 352 funds tracked by Wall St. Rank hold VLY as of Q3 2024.

Sowell Financial Services reported no remaining Valley National Bancorp position as of Q3 2024 after selling out during the quarter.
Sowell Financial Services sold 41,920 Valley National Bancorp shares in Q3 2024, an estimated $297K.
Sowell Financial Services first reported a position in Valley National Bancorp in Q3 2019 and held it in 11 quarters.
Sowell Financial Services's Valley National Bancorp position peaked at $432K in Q4 2022.
352 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2024.

Based on Sowell Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.