Tower Bridge Advisors’s Valley National Bancorp VLY Stock Holding History

Tower Bridge Advisors’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	-29,000	Closed	-$315K	–	222
2023 Q4	$315K	Hold	29,000	–	–	0.03%	192
2023 Q3	$248K	Sell	29,000 -7,000	-19%	-$63.5K	0.02%	204
2023 Q2	$279K	Hold	36,000	–	–	0.03%	180
2023 Q1	$333K	Sell	36,000 -4,000	-10%	-$44.2K	0.03%	199
2022 Q4	$452K	Sell	40,000 -5,000	-11%	-$58.9K	0.04%	184
2022 Q3	$486K	Hold	45,000	–	–	0.04%	171
2022 Q2	$468K	Sell	45,000 -7,000	-13%	-$83.2K	0.04%	177
2022 Q1	$677K	Hold	52,000	–	–	0.05%	178
2021 Q4	$715K	Sell	52,000 -14,000	-21%	-$194K	0.04%	177
2021 Q3	$878K	Hold	66,000	–	–	0.06%	163
2021 Q2	$886K	Sell	66,000 -4,000	-6%	-$55.9K	0.06%	162
2021 Q1	$962K	Buy	+70,000	New	+$843K	0.07%	143

Other funds holding VLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Tower Bridge Advisors's VLY Position: Q1 2024 in Review

Tower Bridge Advisors sold out of Valley National Bancorp (VLY) in Q1 2024, closing a stake of 29,000 shares — an estimated $315K sold.

Tower Bridge Advisors first reported a position in VLY in Q1 2021 and held it in 12 quarters. The position peaked at $962K in Q1 2021. 362 funds tracked by Wall St. Rank hold VLY as of Q1 2024.

Tower Bridge Advisors reported no remaining Valley National Bancorp position as of Q1 2024 after selling out during the quarter.
Tower Bridge Advisors sold 29,000 Valley National Bancorp shares in Q1 2024, an estimated $315K.
Tower Bridge Advisors first reported a position in Valley National Bancorp in Q1 2021 and held it in 12 quarters.
Tower Bridge Advisors's Valley National Bancorp position peaked at $962K in Q1 2021.
362 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2024.

Based on Tower Bridge Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.