Position in RF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,449
+$379 QoQ
Shares Held
48
+17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,064
of 1,096 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $3,525,483 across 21 Banks - Regional names. RF ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
26,321 | $636,704 | |
| 2 | USB |
US Bancorp De
|
10,504 | $634,441 | |
| 3 | PFS |
Provident Financial Services Inc
|
22,635 | $535,091 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,941 | $477,913 | |
| 5 | TFC |
Truist Financial Corp
|
9,582 | $477,375 | |
| 6 | FITB |
Fifth Third Bancorp
|
7,026 | $396,055 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
8,673 | $153,772 | |
| 8 | FBNC |
First Bancorp /Nc/
|
999 | $63,866 |
All Filings in RF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,449 | 48 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,070 | 41 | Shares | Sole | 2026-04-15 | |
| 2024-06-30 | $1 | 60 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1 | 60 | Shares | Sole | 2024-04-19 | |
| 2023-09-30 | $3 | 150 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2 | 80 | Shares | Sole | 2023-07-31 | |
| 2020-03-31 | $1,524 | 170 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||