Shikiar Asset Management’s Valley National Bancorp 8.25% Series C Preferred Stock VLYPN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.16M Buy
45,700
+16,600
+57% +$430K 0.29% 55
2026
Q1
$736K Buy
+29,100
New +$757K 0.21% 62

Shikiar Asset Management's VLYPN Position: Q2 2026 in Review

Shikiar Asset Management increased its Valley National Bancorp 8.25% Series C Preferred Stock (VLYPN) stake by 57% in Q2 2026, buying an estimated $430K and bringing the position to 45,700 shares worth $1.16M. The position accounts for 0.29% of the portfolio, ranked #55.

Shikiar Asset Management first reported a position in VLYPN in Q1 2026 and has held it in 2 quarters since. 1 fund tracked by Wall St. Rank holds VLYPN as of Q2 2026.

  • Shikiar Asset Management held 45,700 shares of Valley National Bancorp 8.25% Series C Preferred Stock worth $1.16M as of Q2 2026.
  • Shikiar Asset Management bought 16,600 Valley National Bancorp 8.25% Series C Preferred Stock shares in Q2 2026, an estimated $430K.
  • Valley National Bancorp 8.25% Series C Preferred Stock made up 0.29% of Shikiar Asset Management's portfolio in Q2 2026, its #55 holding.
  • Shikiar Asset Management first reported a position in Valley National Bancorp 8.25% Series C Preferred Stock in Q1 2026 and has held it in 2 quarters since.
  • 1 fund tracked by Wall St. Rank held Valley National Bancorp 8.25% Series C Preferred Stock as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.