Strategic Family Wealth Counselors’s Valley National Bancorp VLY Stock Holding History

Strategic Family Wealth Counselors’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 Q1	–	Sell	-26,141	Closed	-$237K	–	147
2024 Q4	$237K	Hold	26,141	–	–	0.08%	121
2024 Q3	$237K	Buy	26,141 +193	+0.7%	+$1.57K	0.08%	118
2024 Q2	$181K	Hold	25,948	–	–	0.07%	121
2024 Q1	$207K	Hold	25,948	–	–	0.08%	113
2023 Q4	$282K	Buy	25,948 +795	+3%	+$7.13K	0.12%	90
2023 Q3	$215K	Hold	25,153	–	–	0.1%	102
2023 Q2	$195K	Hold	25,153	–	–	0.09%	105
2023 Q1	$232K	Hold	25,153	–	–	0.11%	94
2022 Q4	$284K	Hold	25,153	–	–	0.14%	77
2022 Q3	$272K	Hold	25,153	–	–	0.13%	72
2022 Q2	$262K	Hold	25,153	–	–	0.13%	75
2022 Q1	$327K	Buy	+25,153	New	+$351K	0.13%	73

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Strategic Family Wealth Counselors's VLY Position: Q1 2025 in Review

Strategic Family Wealth Counselors sold out of Valley National Bancorp (VLY) in Q1 2025, closing a stake of 26,141 shares — an estimated $237K sold.

Strategic Family Wealth Counselors first reported a position in VLY in Q1 2022 and held it in 12 quarters. The position peaked at $327K in Q1 2022. 381 funds tracked by Wall St. Rank hold VLY as of Q1 2025.

Strategic Family Wealth Counselors reported no remaining Valley National Bancorp position as of Q1 2025 after selling out during the quarter.
Strategic Family Wealth Counselors sold 26,141 Valley National Bancorp shares in Q1 2025, an estimated $237K.
Strategic Family Wealth Counselors first reported a position in Valley National Bancorp in Q1 2022 and held it in 12 quarters.
Strategic Family Wealth Counselors's Valley National Bancorp position peaked at $327K in Q1 2022.
381 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2025.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2025, filed 8 May 2025.