10 institutions reported holding $938,055 of VALLEY NATL BANCORP (VLY) in SEC 13F filings for 2026-06-30. Largest institutional holders: GAMMA Investing LLC ($234,385), Breakwater Capital Group ($221,757), ABNER HERRMAN & BROCK LLC ($185,000), Ledgewood Wealth Advisors, LLC ($184,839), Versant Capital Management, Inc ($65,881). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GAMMA Investing LLC | $234,385 | 15,999 | Added |
| 2 | Breakwater Capital Group | $221,757 | 15,137 | Hold |
| 3 | ABNER HERRMAN & BROCK LLC | $185,000 | 12,650 | Hold |
| 4 | Ledgewood Wealth Advisors, LLC | $184,839 | 12,617 | Hold |
| 5 | Versant Capital Management, Inc | $65,881 | 4,497 | Hold |
| 6 | Cedar Mountain Advisors, LLC | $30,941 | 2,112 | Hold |
| 7 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $7,677 | 524 | Trimmed |
| 8 | Bangor Savings Bank | $5,128 | 350 | Hold |
| 9 | MassMutual Private Wealth & Trust, FSB | $2,447 | 167 | Trimmed |
| 10 | EASTERN BANK | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30