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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Vaughan & Co Securities's VLY Position: Q1 2026 in Review

Vaughan & Co Securities reduced its Valley National Bancorp (VLY) stake by 2.9% in Q1 2026, selling an estimated $20.1K and leaving 55,065 shares worth $676K. The position accounts for 0.35% of the portfolio, ranked #35.

Vaughan & Co Securities first reported a position in VLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $907K in Q3 2024. 463 funds tracked by Wall St. Rank hold VLY as of Q1 2026.

  • Vaughan & Co Securities held 55,065 shares of Valley National Bancorp worth $676K as of Q1 2026.
  • Vaughan & Co Securities sold 1,616 Valley National Bancorp shares in Q1 2026, an estimated $20.1K.
  • Valley National Bancorp made up 0.35% of Vaughan & Co Securities's portfolio in Q1 2026, its #35 holding.
  • Vaughan & Co Securities first reported a position in Valley National Bancorp in Q2 2024 and has held it in 8 quarters since.
  • Vaughan & Co Securities's Valley National Bancorp position peaked at $907K in Q3 2024.
  • 463 funds tracked by Wall St. Rank held Valley National Bancorp as of Q1 2026.

Based on Vaughan & Co Securities's 13F filing for Q1 2026, filed 27 Apr 2026.