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Trust Point Inc’s Valley National Bancorp VLY Stock Holding History

Trust Point Inc’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
Q4 		– Sell
-18,449
Closed -$196K – 505
2025
Q3 		$196K Buy
18,449
+4,372
+31% +$43.7K 0.02% 471
2025
Q2 		$126K Sell
14,077
-1,588
-10% -$13.8K 0.01% 384
2025
Q1 		$139K Sell
15,665
-3,418
-18% -$32.3K 0.01% 449
2024
Q4 		$173K Buy
19,083
+883
+5% +$8.56K 0.01% 553
2024
Q3 		$165K Buy
18,200
+5,194
+40% +$42.2K 0.01% 505
2024
Q2 		$90.8K Sell
13,006
-7,983
-38% -$58.3K 0.01% 490
2024
Q1 		$167K Sell
20,989
-4,442
-17% -$39.6K 0.01% 514
2023
Q4 		$276K Buy
+25,431
New +$228K 0.02% 410

Other funds holding VLY

BlackRock
BlackRock New York $5.7T 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return