Gallagher Fiduciary Advisors, LLC
Position in VLY — Valley National Bancorp
CIK 1527781
ROLLING MEADOWS, IL
Position in VLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$750,209
-$39,557 QoQ
Shares Held
61,092
-9.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in VLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Gallagher Fiduciary Advisors, LLC holds $9,690,886 across 16 Banks - Regional names. VLY ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AROW |
Arrow Financial Corp
|
25,695 | $862,581 | |
| 2 | PRK |
Park National Corp /Oh/
|
5,131 | $838,661 | |
| 3 | UMBF |
Umb Financial Corp
|
7,433 | $838,368 | |
| 4 | BANF |
Bancfirst Corp /Ok/
|
7,189 | $780,006 | |
| 5 | VLY |
Valley National Bancorp
This page
|
61,092 | $750,209 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
15,654 | $648,388 | |
| 7 | CBU |
Community Financial System, Inc.
|
10,923 | $640,633 | |
| 8 | EBC |
Eastern Bankshares, Inc.
|
32,647 | $638,575 |
All Filings in VLY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $750,209 | 61,092 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $789,766 | 67,617 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $664,959 | 62,732 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $549,945 | 61,584 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $449,896 | 50,607 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $427,550 | 47,191 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $363,913 | 40,167 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $206,300 | 29,556 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $97,844 | 12,292 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||