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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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Trust Point Inc's VLY Position: Q4 2025 in Review

Trust Point Inc sold out of Valley National Bancorp (VLY) in Q4 2025, closing a stake of 18,449 shares — an estimated $196K sold.

Trust Point Inc first reported a position in VLY in Q4 2023 and held it in 8 quarters. The position peaked at $276K in Q4 2023. 456 funds tracked by Wall St. Rank hold VLY as of Q4 2025.

  • Trust Point Inc reported no remaining Valley National Bancorp position as of Q4 2025 after selling out during the quarter.
  • Trust Point Inc sold 18,449 Valley National Bancorp shares in Q4 2025, an estimated $196K.
  • Trust Point Inc first reported a position in Valley National Bancorp in Q4 2023 and held it in 8 quarters.
  • Trust Point Inc's Valley National Bancorp position peaked at $276K in Q4 2023.
  • 456 funds tracked by Wall St. Rank held Valley National Bancorp as of Q4 2025.

Based on Trust Point Inc's 13F filing for Q4 2025, filed 13 Jan 2026.