Aspen Grove Capital, LLC

Position in VLY — Valley National Bancorp

CIK 1806027 AVON, CO

Position in VLY

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$13,273,452

+$508,170 QoQ

Shares Held

1,080,900

-1.1% QoQ

Ownership

0.195%

of shares outstanding

% of Portfolio

4.54%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Aspen Grove Capital, LLC holds $14,095,169 across 5 Banks - Regional names. VLY ranks #1 (94.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLY	Valley National Bancorp This page	1,080,900	$13,273,452
2	KB	KB Financial Group Inc.	2,786	$277,847
3	SHG	Shinhan Financial Group Co Ltd	4,016	$246,261
4	LYG	Lloyds Banking Group plc	40,002	$201,210
5	MFG	Mizuho Financial Group Inc	12,141	$96,399

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,273,452	1,080,900	-1.1%	Shares	Sole	2026-05-14
2025-12-31	$12,765,282	1,092,918	-1.6%	Shares	Sole	2026-02-17
2025-09-30	$11,770,144	1,110,391	-4.0%	Shares	Sole	2025-11-14
2025-06-30	$10,325,785	1,156,303	0.0%	Shares	Sole	2025-08-14
2025-03-31	$10,279,533	1,156,303	-9.0%	Shares	Sole	2025-05-14
2024-12-31	$11,513,112	1,270,763	-0.7%	Shares	Sole	2025-02-14
2024-09-30	$11,599,182	1,280,263	-1.4%	Shares	Sole	2024-11-13
2024-06-30	$9,064,814	1,298,684	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$10,327,542	1,297,430	-0.1%	Shares	Sole	2024-05-15
2023-12-31	$14,105,771	1,298,874	-2.7%	Shares	Sole	2024-02-14
2023-09-30	$11,431,503	1,335,456	+2.2%	Shares	Sole	2023-11-13
2023-06-30	$10,129,451	1,307,026	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.