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Summit Securities Group’s Valley National Bancorp VLY Stock Holding History

Summit Securities 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
2024
Q1 		– Sell
-1,400
Closed -$15K – 920
2023
Q4 		$15K Buy
+1,400
New +$12.6K ﹤0.01% 492

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Securities Group's VLY Position: Q3 2024 in Review

Summit Securities Group sold out of Valley National Bancorp (VLY) in Q3 2024, closing a stake of 25,000 shares — an estimated $203K sold.

Summit Securities Group first reported a position in VLY in Q3 2014 and held it in 3 quarters. The position peaked at $175K in Q2 2024. 351 funds tracked by Wall St. Rank hold VLY as of Q3 2024.

  • Summit Securities Group reported no remaining Valley National Bancorp position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 25,000 Valley National Bancorp shares in Q3 2024, an estimated $203K.
  • Summit Securities Group first reported a position in Valley National Bancorp in Q3 2014 and held it in 3 quarters.
  • Summit Securities Group's Valley National Bancorp position peaked at $175K in Q2 2024.
  • 351 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.