Successful Portfolios LLC

Position in VLY — Valley National Bancorp

CIK 1721780 CLEARWATER, FL

Position in VLY

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

Position Value

$274,643

+$44,455 QoQ

Shares Held

18,747

+0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#295

of 469 holders

Holding Since

Mar 2020

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Successful Portfolios LLC holds $1,071,513 across 3 Banks - Regional names. VLY ranks #3 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	10,243	$510,306
2	MTB	M&T Bank Corp	1,204	$286,564
3	VLY	Valley National Bancorp This page	18,747	$274,643

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,643	18,747	+0.0%	Shares	Sole	2026-07-14
2026-03-31	$230,188	18,745	-88.5%	Shares	Sole	2026-04-13
2025-12-31	$1,910,742	163,591	+1077.4%	Shares	Sole	2026-01-23
2020-06-30	$108,651	13,894	0.0%	Shares	Sole	2020-07-13
2020-03-31	$101,565	13,894	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.