SFG
VLY icon

Steward Financial Group’s Valley National Bancorp VLY Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+247
New +$2.24K ﹤0.01% 1059
2022
Q3 		– Sell
-111
Closed -$1K – 1277
2022
Q2 		$1K Buy
+111
New +$1.32K ﹤0.01% 889

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steward Financial Group's VLY Position: Q3 2023 in Review

Steward Financial Group opened a new position in Valley National Bancorp (VLY) in Q3 2023: 247 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1059 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in VLY as recently as Q2 2022.

Steward Financial Group first reported a position in VLY in Q2 2022 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold VLY as of Q3 2023.

  • Steward Financial Group held 247 shares of Valley National Bancorp worth $2K as of Q3 2023.
  • Valley National Bancorp was a new Steward Financial Group position in Q3 2023.
  • Valley National Bancorp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1059 holding.
  • Steward Financial Group first reported a position in Valley National Bancorp in Q2 2022 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.