Position in VLY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$219,750
+$35,550 QoQ
Shares Held
15,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#314
of 469 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Rodgers & Associates, LTD holds $776,229 across 3 Banks - Regional names. VLY ranks #2 (28.3% of the industry book) .
All Filings in VLY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,750 | 15,000 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $184,200 | 15,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $175,200 | 15,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $159,000 | 15,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $133,950 | 15,000 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $133,350 | 15,000 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $181,200 | 20,000 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $199,320 | 22,000 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $153,560 | 22,000 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $175,120 | 22,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $271,500 | 25,000 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $214,000 | 25,000 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $193,750 | 25,000 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $231,000 | 25,000 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $282,750 | 25,000 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $291,600 | 27,000 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $281,070 | 27,000 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $390,600 | 30,000 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $412,500 | 30,000 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $432,575 | 32,500 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $470,050 | 35,000 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $515,250 | 37,500 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $390,000 | 40,000 | Shares | Sole | 2021-02-19 | |
| No filing history on record for this holder in this stock. | ||||||