VAUGHAN & Co SECURITIES, INC.
Broker-DealerPosition in VLY — Valley National Bancorp
CIK 805870
Ridgewood, NJ
Position in VLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$768,788
+$92,590 QoQ
Shares Held
52,477
-4.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
3.10%
of 13F equity value
Holder Rank
#211
of 469 holders
Holding Since
Jun 2024
9 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, 2026VAUGHAN & Co SECURITIES, INC. holds $1,342,392 across 2 Banks - Regional names. VLY ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLY |
Valley National Bancorp
This page
|
52,477 | $768,788 | |
| 2 | MTB |
M&T Bank Corp
|
2,410 | $573,604 |
All Filings in VLY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,788 | 52,477 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $676,198 | 55,065 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $662,034 | 56,681 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $622,760 | 58,751 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $779,749 | 87,318 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $783,306 | 88,111 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $862,059 | 95,150 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $907,250 | 100,138 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $705,084 | 101,015 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||