Aspen Grove Capital, LLC

Position in VLY — Valley National Bancorp

CIK 1806027 AVON, CO

Position in VLY

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

Position Value

$15,230,506

+$1,957,054 QoQ

Shares Held

1,039,625

-3.8% QoQ

Ownership

0.188%

of shares outstanding

% of Portfolio

2.91%

of 13F equity value

Holder Rank

#54

of 474 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aspen Grove Capital, LLC holds $16,137,352 across 5 Banks - Regional names. VLY ranks #1 (94.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLY	Valley National Bancorp This page	1,039,625	$15,230,506
2	KB	KB Financial Group Inc.	2,864	$300,605
3	SHG	Shinhan Financial Group Co Ltd	4,118	$260,463
4	LYG	Lloyds Banking Group plc	39,360	$229,468
5	MFG	Mizuho Financial Group Inc	12,141	$116,310

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,230,506	1,039,625	-3.8%	Shares	Sole	2026-08-14
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.