Position in VLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,790,813
+$775,032 QoQ
Shares Held
327,018
0.0% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#98
of 469 holders
Holding Since
Mar 2020
26 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, 2026ProVise Management Group, LLC holds $6,394,239 across 6 Banks - Regional names. VLY ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLY |
Valley National Bancorp
This page
|
327,018 | $4,790,813 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,201 | $541,930 | |
| 3 | SSB |
SouthState Bank Corp
|
5,146 | $514,085 | |
| 4 | TFC |
Truist Financial Corp
|
4,076 | $203,066 | |
| 5 | FNB |
Fnb Corp/Pa/
|
10,283 | $196,199 | |
| 6 | LYG |
Lloyds Banking Group plc
|
25,411 | $148,146 |
All Filings in VLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,790,813 | 327,018 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,015,781 | 327,018 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,819,570 | 327,018 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,466,390 | 327,018 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,920,270 | 327,018 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,907,190 | 327,018 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,962,783 | 327,018 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,971,924 | 328,027 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,289,628 | 328,027 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,611,094 | 328,027 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,563,339 | 328,116 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,808,672 | 328,116 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,542,899 | 328,116 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $3,031,791 | 328,116 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,710,991 | 328,116 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,543,652 | 328,116 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,415,687 | 328,116 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,272,070 | 328,116 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $4,511,595 | 328,116 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $4,367,223 | 328,116 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $4,406,597 | 328,116 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,508,313 | 328,116 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $3,199,131 | 328,116 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,247,594 | 328,116 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,565,867 | 328,116 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,398,527 | 328,116 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||