Wipfli Financial Advisors’s Valley National Bancorp VLY Stock Holding History

Wipfli Financial 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
2022 Q3	$38K	Buy	+3,503	New	+$40.4K	﹤0.01%	1249

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wipfli Financial Advisors's VLY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Valley National Bancorp (VLY) in Q3 2022: 3,503 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #1249 among its holdings.

331 funds tracked by Wall St. Rank hold VLY as of Q3 2022.

Wipfli Financial Advisors held 3,503 shares of Valley National Bancorp worth $38K as of Q3 2022.
Valley National Bancorp was a new Wipfli Financial Advisors position in Q3 2022.
Valley National Bancorp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1249 holding.
331 funds tracked by Wall St. Rank held Valley National Bancorp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.