Smallwood Wealth Investment Management, LLC
Position in VLY — Valley National Bancorp
CIK 1921304
RED BANK, NJ
Position in VLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$408,954
+$66,158 QoQ
Shares Held
27,915
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#258
of 469 holders
Holding Since
Dec 2021
19 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, 2026Smallwood Wealth Investment Management, LLC holds $1,304,105 across 10 Banks - Regional names. VLY ranks #1 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLY |
Valley National Bancorp
This page
|
27,915 | $408,954 | |
| 2 | MTB |
M&T Bank Corp
|
1,523 | $362,489 | |
| 3 | TFC |
Truist Financial Corp
|
4,646 | $231,463 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
591 | $145,516 | |
| 5 | FNB |
Fnb Corp/Pa/
|
3,135 | $59,815 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
1,900 | $33,687 | |
| 7 | FCF |
First Commonwealth Financial Corp /Pa/
|
1,443 | $29,336 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
378 | $26,486 |
All Filings in VLY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,954 | 27,915 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $342,796 | 27,915 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $326,047 | 27,915 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $295,899 | 27,915 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $249,280 | 27,915 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $248,164 | 27,915 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $252,909 | 27,915 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $252,909 | 27,915 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $194,846 | 27,915 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $222,203 | 27,915 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $303,156 | 27,915 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $238,952 | 27,915 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $216,341 | 27,915 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $257,934 | 27,915 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $641,446 | 56,715 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $612,522 | 56,715 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $590,403 | 56,715 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $738,429 | 56,715 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $779,831 | 56,715 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||