SFMG, LLC

Position in VLY — Valley National Bancorp

CIK 1512026 PLANO, TX

Position in VLY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$148,785

+$24,070 QoQ

Shares Held

10,156

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#354

of 472 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SFMG, LLC holds $2,553,442 across 5 Banks - Regional names. VLY ranks #5 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SSB	SouthState Bank Corp	9,910	$990,009
2			25,159	$989,251
3	CFR	Cullen/Frost Bankers, Inc.	1,397	$215,864
4	PNC	Pnc Financial Services Group, Inc.	851	$209,533
5	VLY	Valley National Bancorp This page	10,156	$148,785

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$148,785	10,156	0.0%	Shares	Sole	2026-08-13
2026-03-31	$124,715	10,156	0.0%	Shares	Sole	2026-05-12
2025-12-31	$118,622	10,156	0.0%	Shares	Sole	2026-02-10
2025-09-30	$107,653	10,156	0.0%	Shares	Sole	2025-11-13
2025-06-30	$90,693	10,156	0.0%	Shares	Sole	2025-08-12
2025-03-31	$90,286	10,156	0.0%	Shares	Sole	2025-05-09
2024-12-31	$92,013	10,156	0.0%	Shares	Sole	2025-02-11
2024-09-30	$92,013	10,156	0.0%	Shares	Sole	2024-11-25
2024-06-30	$70,888	10,156	0.0%	Shares	Sole	2024-08-14
2024-03-31	$80,841	10,156	0.0%	Shares	Sole	2024-05-07
2023-12-31	$110,294	10,156	0.0%	Shares	Sole	2024-01-30
2023-09-30	$86,935	10,156	0.0%	Shares	Sole	2023-11-06
2023-06-30	$78,709	10,156	0.0%	Shares	Sole	2023-08-14
2023-03-31	$93,841	10,156	0.0%	Shares	Sole	2023-05-01
2022-12-31	$114,864	10,156	0.0%	Shares	Sole	2023-01-25
2022-09-30	$109,684	10,156	0.0%	Shares	Sole	2022-10-20
2022-06-30	$105,723	10,156	0.0%	Shares	Sole	2022-08-08
2022-03-31	$132,231	10,156	0.0%	Shares	Sole	2022-04-21
2021-12-31	$139,645	10,156	0.0%	Shares	Sole	2022-01-31
2021-09-30	$135,176	10,156	0.0%	Shares	Sole	2021-11-01
2021-06-30	$136,395	10,156	0.0%	Shares	Sole	2021-08-06
2021-03-31	$139,543	10,156	-12.5%	Shares	Sole	2021-05-03
2020-12-31	$113,158	11,606	0.0%	Shares	Sole	2021-02-02
2020-09-30	$79,501	11,606	0.0%	Shares	Sole	2020-11-12
2020-06-30	$90,758	11,606	0.0%	Shares	Sole	2020-08-03
2020-03-31	$84,839	11,606	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.