SAX WEALTH ADVISORS, LLC

Position in VLY — Valley National Bancorp

CIK 1846150 PARSIPPANY, NJ

Position in VLY

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

Position Value

$344,084

+$51,894 QoQ

Shares Held

23,487

-1.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#271

of 463 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $1,975,159 across 4 Banks - Regional names. VLY ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	3,703	$911,752
2	KEY	Keycorp /New/	23,237	$535,612
3	VLY	Valley National Bancorp This page	23,487	$344,084
4	FMNB	Farmers National Banc Corp /Oh/	12,583	$183,711

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$344,084	23,487	-1.3%	Shares	Sole	2026-07-09
2026-03-31	$292,190	23,794	0.0%	Shares	Sole	2026-04-08
2025-12-31	$277,913	23,794	+5.3%	Shares	Sole	2026-01-12
2025-09-30	$239,517	22,596	+0.5%	Shares	Sole	2025-10-20
2025-06-30	$200,755	22,481	-3.5%	Shares	Sole	2025-07-23
2025-03-31	$207,065	23,292	-3.2%	Shares	Sole	2025-05-14
2024-12-31	$218,037	24,066	-0.4%	Shares	Sole	2025-01-15
2024-09-30	$218,943	24,166	-7.8%	Shares	Sole	2024-10-17
2024-06-30	$182,855	26,197	-14.4%	Shares	Sole	2024-07-12
2024-03-31	$243,480	30,588	+17.1%	Shares	Sole	2024-05-14
2023-12-31	$283,706	26,124	0.0%	Shares	Sole	2024-02-14
2023-09-30	$223,621	26,124	-5.6%	Shares	Sole	2023-11-07
2023-06-30	$214,473	27,674	+5.1%	Shares	Sole	2023-08-11
2023-03-31	$243,316	26,333	+0.9%	Shares	Sole	2023-05-05
2022-12-31	$295,236	26,104	+19.3%	Shares	Sole	2023-02-06
2022-09-30	$236,401	21,889	+12.0%	Shares	Sole	2022-11-08
2022-06-30	$203,505	19,549	+0.1%	Shares	Sole	2022-08-11
2022-03-31	$254,267	19,529	-0.4%	Shares	Sole	2022-08-11
2021-12-31	$269,706	19,615	+8.6%	Shares	Sole	2022-02-07
2021-09-30	$240,498	18,069	+0.5%	Shares	Sole	2021-12-10
2021-06-30	$241,498	17,982	-3.0%	Shares	Sole	2021-08-12
2021-03-31	$254,835	18,547	-2.2%	Shares	Sole	2021-05-14
2020-12-31	$184,879	18,962	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.