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Jefferies Group’s VLY Holdings & Trades

First Buy
Q1 2024
Duration Held
5 Quarters
Largest Add
Q2 2026
+102,200 Shares
Current Position
102,200 Shares
$1.5 M Value

Jefferies Group's VLY Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 102,200 shares of Valley National Bancorp (VLY) worth $1.5 M, representing 0.01% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 5 quarters.

Based on 13F filings, Jefferies Group has maintained this position in VLY for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 102,200 shares. Largest reduction occurred in Q1 2026, reducing 28,094 shares.

Analysis based on 13F filings available since 2013 Q2

Jefferies Group's Valley National Ban (VLY) Holding Value Over Time

Track share changes against reported price movement

Quarterly Valley National Ban (VLY) Trades by Jefferies Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2026 +102,200 New Buy 102,200 $14.65
Q1 2026 -28,094 Sold Out 0 $0.00
Q4 2025 +28,094 New Buy 28,094 $11.68
Q2 2024 -12,500 Sold Out 0 $0.00
Q1 2024 +12,500 New Buy 12,500 $7.96

Jefferies Group's Valley National Ban Investment FAQs

Jefferies Group first purchased Valley National Bancorp (VLY) in Q1 2024, acquiring 12,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jefferies Group has held Valley National Bancorp (VLY) for 5 quarters since Q1 2024.

Jefferies Group's largest addition to Valley National Bancorp (VLY) was in Q2 2026, adding 102,200 shares worth $1.5 M.

According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 102,200 shares of Valley National Bancorp (VLY), valued at approximately $1.5 M.

As of the Q2 2026 filing, Valley National Bancorp (VLY) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in Valley National Bancorp (VLY) was 102,200 shares, as reported at the end of Q2 2026.