Morse Asset Management, Inc

Position in VLY — Valley National Bancorp

CIK 1705711 DARIEN, CT

Position in VLY

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

Position Value

$2,395,978

+$989,734 QoQ

Shares Held

163,548

+42.8% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#135

of 469 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Morse Asset Management, Inc holds $2,485,470 across 4 Banks - Regional names. VLY ranks #1 (96.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLY	Valley National Bancorp This page	163,548	$2,395,978
2	TFC	Truist Financial Corp	958	$47,727
3	FIBK	First Interstate Bancsystem Inc	700	$26,992
4	PNC	Pnc Financial Services Group, Inc.	60	$14,773

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,395,978	163,548	+42.8%	Shares	Sole	2026-08-13
2026-03-31	$1,406,244	114,515	+7057.2%	Shares	Sole	2026-05-14
2025-12-31	$18,688	1,600	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.