Kestra Advisory Services, LLC

Position in VLY — Valley National Bancorp

CIK 1830819 AUSTIN, TX

Position in VLY

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,068,533

+$4,836,638 QoQ

Shares Held

345,975

+1732.1% QoQ

Ownership

0.062%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

of 107 holders

Holding Since

Dec 2020

23 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $166,838,654 across 62 Banks - Regional names. VLY ranks #7 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	129,082	$31,782,570
2	KEY	Keycorp /New/	1,129,008	$26,023,634
3	USB	US Bancorp De	244,202	$14,749,800
4	HBAN	Huntington Bancshares Inc /Md/	749,024	$13,280,195
5	TFC	Truist Financial Corp	246,485	$12,279,882
6	FITB	Fifth Third Bancorp	199,045	$11,220,166
7	VLY	Valley National Bancorp This page	345,975	$5,068,533
8	AUB	Atlantic Union Bankshares Corp	99,972	$4,229,815

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,068,533	345,975	+1732.1%	Shares	Sole	2026-07-28
2026-03-31	$231,895	18,884	-16.5%	Shares	Sole	2026-04-30
2025-12-31	$264,260	22,625	+0.5%	Shares	Sole	2026-02-13
2025-09-30	$238,531	22,503	+0.6%	Shares	Sole	2025-11-14
2025-06-30	$199,683	22,361	+21.4%	Shares	Sole	2025-08-15
2025-03-31	$163,762	18,421	+0.7%	Shares	Sole	2025-05-14
2024-12-31	$165,662	18,285	+0.7%	Shares	Sole	2025-02-10
2024-09-30	$164,429	18,149	-94.8%	Shares	Sole	2024-11-13
2024-06-30	$2,415,219	346,020	+1839.2%	Shares	Sole	2024-08-14
2024-03-31	$142,030	17,843	+0.6%	Shares	Sole	2024-05-15
2023-12-31	$192,602	17,735	+0.8%	Shares	Sole	2024-02-14
2023-09-30	$150,630	17,597	+0.6%	Shares	Sole	2023-11-13
2023-06-30	$135,563	17,492	+28.3%	Shares	Sole	2023-08-11
2023-03-31	$125,941	13,630	-32.8%	Shares	Sole	2023-05-12
2022-12-31	$229,287	20,273	+16.8%	Shares	Sole	2023-01-31
2022-09-30	$187,520	17,363	+0.2%	Shares	Sole	2022-11-01
2022-06-30	$180,322	17,322	-0.0%	Shares	Sole	2022-08-12
2022-03-31	$225,636	17,330	+1.2%	Shares	Sole	2022-07-20
2021-12-31	$235,523	17,129	-95.0%	Shares	Sole	2022-07-25
2021-09-30	$4,594,292	345,176	+1926.5%	Shares	Sole	2022-07-25
2021-06-30	$228,753	17,033	+42.8%	Shares	Sole	2022-07-26
2021-03-31	$163,863	11,926	-96.4%	Shares	Sole	2022-07-27
2020-12-31	$3,249,246	333,256	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.