V
VLY icon

Veritable’s Valley National Bancorp VLY Stock Holding History

Veritable’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
2023
Q3 		– Sell
-12,623
Closed -$97.8K – 781
2023
Q2 		$97.8K Sell
12,623
-3,958
-24% -$31.5K ﹤0.01% 873
2023
Q1 		$153K Sell
16,581
-2,490
-13% -$27.5K ﹤0.01% 867
2022
Q4 		$216K Buy
19,071
+2,635
+16% +$31K ﹤0.01% 786
2022
Q3 		$178K Buy
16,436
+118
+0.7% +$1.36K ﹤0.01% 754
2022
Q2 		$170K Hold
16,318
– – ﹤0.01% 840
2022
Q1 		$212K Buy
16,318
+57
+0.4% +$794 ﹤0.01% 844
2021
Q4 		$224K Buy
+16,261
New +$226K ﹤0.01% 838
2016
Q1 		– Sell
-35,467
Closed -$349K – 753
2015
Q4 		$349K Hold
35,467
– – 0.01% 557
2015
Q3 		$349K Buy
35,467
+133
+0.4% +$1.31K 0.01% 534
2015
Q2 		$364K Hold
35,334
– – 0.01% 544
2015
Q1 		$334K Buy
+35,334
New +$334K 0.01% 718

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Veritable's VLY Position: Q3 2023 in Review

Veritable sold out of Valley National Bancorp (VLY) in Q3 2023, closing a stake of 12,623 shares — an estimated $97.8K sold.

Veritable first reported a position in VLY in Q1 2015 and held it in 11 quarters. The position peaked at $364K in Q2 2015. 323 funds tracked by Wall St. Rank hold VLY as of Q3 2023.

  • Veritable reported no remaining Valley National Bancorp position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 12,623 Valley National Bancorp shares in Q3 2023, an estimated $97.8K.
  • Veritable first reported a position in Valley National Bancorp in Q1 2015 and held it in 11 quarters.
  • Veritable's Valley National Bancorp position peaked at $364K in Q2 2015.
  • 323 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.