Cornerstone Wealth Group, LLC
Position in VLY — Valley National Bancorp
CIK 1774879
HUNTERSVILLE, NC
Position in VLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$427,692
+$69,190 QoQ
Shares Held
29,194
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#45
of 127 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $15,676,331 across 11 Banks - Regional names. VLY ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
141,300 | $7,039,566 | |
| 2 | NWFL |
Norwood Financial Corp
|
166,585 | $5,355,707 | |
| 3 | NU |
Nu Holdings Ltd.
|
51,322 | $685,661 | |
| 4 | MTB |
M&T Bank Corp
|
1,865 | $443,888 | |
| 5 | VLY |
Valley National Bancorp
This page
|
29,194 | $427,692 | |
| 6 | USB |
US Bancorp De
|
6,309 | $381,063 | |
| 7 | FITB |
Fifth Third Bancorp
|
5,672 | $319,730 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
1,155 | $284,384 |
All Filings in VLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,692 | 29,194 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $358,502 | 29,194 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $340,974 | 29,193 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $407,146 | 38,410 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $343,001 | 38,410 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $340,940 | 38,351 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $610,689 | 67,405 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $610,163 | 67,347 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $470,082 | 67,347 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $503,923 | 63,307 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||