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Valley National Bancorp’s Principal Financial Group PFG Stock Holding History

Valley National Bancorp’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$71K Hold
1,365
– – 0.09% 109
2014
Q3 		$72K Hold
1,365
– – 0.08% 107
2014
Q2 		$69K Hold
1,365
– – 0.08% 105
2014
Q1 		$63K Hold
1,365
– – 0.08% 105
2013
Q4 		$67K Buy
+1,365
New +$64.8K 0.07% 116

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valley National Bancorp's PFG Position: Q4 2014 in Review

Valley National Bancorp held its Principal Financial Group (PFG) position steady in Q4 2014 at 1,365 shares worth $71K. The position accounts for 0.09% of the portfolio, ranked #109.

Valley National Bancorp first reported a position in PFG in Q4 2013 and has held it in 5 quarters since. The position peaked at $72K in Q3 2014. 432 funds tracked by Wall St. Rank hold PFG as of Q4 2014.

  • Valley National Bancorp held 1,365 shares of Principal Financial Group worth $71K as of Q4 2014.
  • Valley National Bancorp left its Principal Financial Group share count unchanged in Q4 2014.
  • Principal Financial Group made up 0.09% of Valley National Bancorp's portfolio in Q4 2014, its #109 holding.
  • Valley National Bancorp first reported a position in Principal Financial Group in Q4 2013 and has held it in 5 quarters since.
  • Valley National Bancorp's Principal Financial Group position peaked at $72K in Q3 2014.
  • 432 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2014.

Based on Valley National Bancorp's 13F filing for Q4 2014, filed 9 Feb 2015.