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Vaughan & Co Securities’s Valley National Bancorp VLY Stock Holding History

Vaughan & Co Securities’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
2026
Q2 		$769K Sell
52,477
-2,588
-5% -$35.2K 0.36% 30
2026
Q1 		$676K Sell
55,065
-1,616
-3% -$20.1K 0.35% 35
2025
Q4 		$662K Sell
56,681
-2,070
-4% -$23K 0.34% 35
2025
Q3 		$623K Sell
58,751
-28,567
-33% -$285K 0.33% 38
2025
Q2 		$780K Sell
87,318
-793
-0.9% -$6.89K 0.45% 25
2025
Q1 		$783K Sell
88,111
-7,039
-7% -$66.6K 0.49% 23
2024
Q4 		$862K Sell
95,150
-4,988
-5% -$48.4K 0.52% 21
2024
Q3 		$907K Sell
100,138
-877
-0.9% -$7.12K 0.53% 20
2024
Q2 		$705K Buy
+101,015
New +$738K 0.44% 25

Other funds holding VLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vaughan & Co Securities's VLY Position: Q2 2026 in Review

Vaughan & Co Securities reduced its Valley National Bancorp (VLY) stake by 4.7% in Q2 2026, selling an estimated $35.2K and leaving 52,477 shares worth $769K. The position accounts for 0.36% of the portfolio, ranked #30.

Vaughan & Co Securities first reported a position in VLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $907K in Q3 2024. 474 funds tracked by Wall St. Rank hold VLY as of Q2 2026.

  • Vaughan & Co Securities held 52,477 shares of Valley National Bancorp worth $769K as of Q2 2026.
  • Vaughan & Co Securities sold 2,588 Valley National Bancorp shares in Q2 2026, an estimated $35.2K.
  • Valley National Bancorp made up 0.36% of Vaughan & Co Securities's portfolio in Q2 2026, its #30 holding.
  • Vaughan & Co Securities first reported a position in Valley National Bancorp in Q2 2024 and has held it in 9 quarters since.
  • Vaughan & Co Securities's Valley National Bancorp position peaked at $907K in Q3 2024.
  • 474 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.

Based on Vaughan & Co Securities's 13F filing for Q2 2026, filed 3 Aug 2026.