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Stephens Consulting’s Valley National Bancorp VLY Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-120
Closed -$1.07K – 1996
2025
Q1 		$1.07K Buy
+120
New +$1.14K ﹤0.01% 618
2024
Q3 		– Sell
-149
Closed -$1.04K – 649
2024
Q2 		$1.04K Buy
+149
New +$1.09K ﹤0.01% 592

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stephens Consulting's VLY Position: Q2 2025 in Review

Stephens Consulting sold out of Valley National Bancorp (VLY) in Q2 2025, closing a stake of 120 shares — an estimated $1.07K sold.

Stephens Consulting first reported a position in VLY in Q2 2024 and held it in 2 quarters. The position peaked at $1.07K in Q1 2025. 395 funds tracked by Wall St. Rank hold VLY as of Q2 2025.

  • Stephens Consulting reported no remaining Valley National Bancorp position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 120 Valley National Bancorp shares in Q2 2025, an estimated $1.07K.
  • Stephens Consulting first reported a position in Valley National Bancorp in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's Valley National Bancorp position peaked at $1.07K in Q1 2025.
  • 395 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.