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Valley National Ban shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Valley National Ban (VLY) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Valley National Ban

Tip: Access up to 7 years of quarterly data

All positions including Valley National Ban held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valley National Ban by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $976k 90k 10.86
2018-03-31 $6.0k 5.6k 1.07
2017-12-31 $6.0k 528 11.36

More positions owned by Summit Trail Advisors

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
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Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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Apple (AAPL)
Expeditors International of Washington (EXPD)
Kraneshares Trust California Carb (KCCA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Summit Trail Advisors

Top funds holding Valley National Ban

Vanguard Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Bank of New York Mellon
Victory Capital Management
Norges Bank Investment Management
Citadel Advisors
Goldman Sachs Group
Bank of America Corporation
LSV Asset Management
Barclays
Royce & Associates
Leeward Investments, LLC - MA
Principal Financial Group
Rhumbline Advisers

View all funds holding Valley National Ban