Biltmore Family Office, LLC

Family Office

Position in VLY — Valley National Bancorp

CIK 1731123 CHARLOTTE, NC

Position in VLY

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$282,796

+$13,818 QoQ

Shares Held

23,029

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Biltmore Family Office, LLC holds $6,239,694 across 7 Banks - Regional names. VLY ranks #6 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	16,458	$3,424,745
2	MYFW	First Western Financial Inc	45,316	$1,113,867
3	FITB	Fifth Third Bancorp	9,528	$442,670
4	TFC	Truist Financial Corp	9,366	$430,555
5	CFG	Citizens Financial Group Inc/Ri	5,485	$328,935
6	VLY	Valley National Bancorp This page	23,029	$282,796
7	SSB	SouthState Bank Corp	2,336	$216,126

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$282,796	23,029	0.0%	Shares	Sole	2026-05-11
2025-12-31	$268,978	23,029	0.0%	Shares	Sole	2026-02-04
2025-09-30	$244,107	23,029	0.0%	Shares	Sole	2025-10-31
2025-06-30	$205,648	23,029	0.0%	Shares	Sole	2025-08-01
2025-03-31	$204,727	23,029	0.0%	Shares	Sole	2025-05-12
2024-12-31	$208,642	23,029	0.0%	Shares	Sole	2025-02-12
2024-09-30	$208,642	23,029	0.0%	Shares	Sole	2024-11-12
2024-06-30	$160,742	23,029	0.0%	Shares	Sole	2024-08-07
2024-03-31	$183,310	23,029	0.0%	Shares	Sole	2024-05-14
2023-12-31	$250,094	23,029	0.0%	Shares	Sole	2024-02-14
2023-09-30	$197,128	23,029	0.0%	Shares	Sole	2023-11-14
2023-06-30	$178,474	23,029	0.0%	Shares	Sole	2023-08-07
2023-03-31	$212,787	23,029	0.0%	Shares	Sole	2023-05-12
2022-12-31	$260,457	23,029	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.