Wealth Advisors of Tampa Bay, LLC

Position in VLY — Valley National Bancorp

CIK 1715228 TAMPA, FL

Position in VLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$214,974

+$18,752 QoQ

Shares Held

14,674

-8.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#317

of 469 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealth Advisors of Tampa Bay, LLC holds $8,199,702 across 3 Banks - Regional names. VLY ranks #3 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	23,845	$5,871,115
2	TFC	Truist Financial Corp	42,425	$2,113,613
3	VLY	Valley National Bancorp This page	14,674	$214,974

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,974	14,674	-8.2%	Shares	Sole	2026-08-14
2026-03-31	$196,222	15,979	0.0%	Shares	Sole	2026-05-14
2025-12-31	$186,634	15,979	0.0%	Shares	Sole	2026-02-09
2025-09-30	$169,377	15,979	0.0%	Shares	Sole	2025-11-13
2025-06-30	$142,692	15,979	0.0%	Shares	Sole	2025-08-14
2025-03-31	$142,053	15,979	0.0%	Shares	Sole	2025-05-15
2024-12-31	$144,769	15,979	0.0%	Shares	Sole	2025-02-13
2024-09-30	$144,769	15,979	0.0%	Shares	Sole	2024-11-04
2024-06-30	$111,533	15,979	0.0%	Shares	Sole	2024-08-12
2024-03-31	$127,192	15,979	0.0%	Shares	Sole	2024-05-06
2023-12-31	$173,531	15,979	-50.0%	Shares	Sole	2024-01-25
2023-09-30	$273,560	31,958	+100.0%	Shares	Sole	2023-10-31
2023-06-30	$123,837	15,979	0.0%	Shares	Sole	2023-08-03
2023-03-31	$147,645	15,979	0.0%	Shares	Sole	2023-04-18
2022-12-31	$180,722	15,979	0.0%	Shares	Sole	2023-02-14
2022-09-30	$172,573	15,979	-50.0%	Shares	Sole	2022-10-12
2022-06-30	$332,682	31,958	0.0%	Shares	Sole	2022-07-18
2022-03-31	$416,093	31,958	0.0%	Shares	Sole	2022-04-25
2021-12-31	$439,422	31,958	+100.0%	Shares	Sole	2022-02-10
2021-09-30	$212,680	15,979	0.0%	Shares	Sole	2021-10-13
2021-06-30	$214,597	15,979	0.0%	Shares	Sole	2021-07-27
2021-03-31	$219,551	15,979	0.0%	Shares	Sole	2021-04-19
2020-12-31	$155,795	15,979	0.0%	Shares	Sole	2021-01-22
2020-09-30	$109,456	15,979	0.0%	Shares	Sole	2020-10-23
2020-06-30	$124,955	15,979	0.0%	Shares	Sole	2020-08-11
2020-03-31	$116,806	15,979	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.