MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in VLY — Valley National Bancorp
CIK 1607355
GLASTONBURY, CT
Position in VLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,325
+$1,185 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#410
of 469 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $777,271 across 8 Banks - Regional names. VLY ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
8,700 | $609,609 | |
| 2 | MTB |
M&T Bank Corp
|
426 | $101,392 | |
| 3 | CARE |
Carter Bankshares, Inc.
|
600 | $20,406 | |
| 4 | KEY |
Keycorp /New/
|
515 | $11,870 | |
| 5 | USB |
US Bancorp De
|
175 | $10,570 | |
| 6 | SHBI |
Shore Bancshares Inc
|
400 | $9,180 | |
| 7 | VLY |
Valley National Bancorp
This page
|
500 | $7,325 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
100 | $6,919 |
All Filings in VLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,325 | 500 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,140 | 500 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,840 | 500 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||