KMG FIDUCIARY PARTNERS, LLC

Position in VLY — Valley National Bancorp

CIK 1773205 TOLEDO, OH

Position in VLY

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$250,998

+$40,605 QoQ

Shares Held

17,133

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#300

of 469 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KMG FIDUCIARY PARTNERS, LLC holds $1,612,239 across 4 Banks - Regional names. VLY ranks #4 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FHN	First Horizon Corp	22,900	$587,156
2	HBAN	Huntington Bancshares Inc /Md/	23,121	$409,935
3	FITB	Fifth Third Bancorp	6,460	$364,150
4	VLY	Valley National Bancorp This page	17,133	$250,998

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,998	17,133	0.0%	Shares	Sole	2026-07-09
2026-03-31	$210,393	17,133	0.0%	Shares	Sole	2026-04-13
2025-12-31	$200,113	17,133	0.0%	Shares	Sole	2026-01-14
2025-09-30	$181,609	17,133	—	Shares	Sole	2025-10-10
No filing history on record for this holder in this stock.