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Equibles

Leeward Investments, LLC - MA

Position in VLY — Valley National Bancorp

CIK 1923173 BOSTON, MA
Back to VLY Full portfolio

Position in VLY

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$26,672,493
+$3,826,069 QoQ
Shares Held
1,820,648
-2.1% QoQ
Ownership
0.329%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 85% Shared 0% None 15%

Common Shares in VLY Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $311,120,465 across 17 Banks - Regional names. VLY ranks #3 (8.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 COLB
Columbia Banking System, Inc.
 861,441 $27,609,184
2 WTFC
Wintrust Financial Corp
 166,177 $26,707,967
3 VLY
Valley National Bancorp
This page 		1,820,648 $26,672,493
4 FIBK
First Interstate Bancsystem Inc
 618,416 $23,846,120
5 ONB
Old National Bancorp /In/
 885,504 $22,934,553
6 NBHC
National Bank Holdings Corp
 508,755 $22,603,984
7 ASB
Associated Banc-Corp
 709,469 $21,830,361
8 INDB
Independent Bank Corp
 260,345 $21,796,083

All Filings in VLY

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $26,672,493 1,820,648
2026-03-31 $22,846,424 1,860,458
2025-12-31 $22,325,911 1,911,465
2025-09-30 $16,843,029 1,588,965
2025-06-30 $14,510,357 1,624,900
2025-03-31 $15,083,991 1,696,737
2024-12-31 $15,955,484 1,761,091
2024-09-30 $17,159,531 1,893,988
2024-06-30 $13,268,882 1,900,986
2024-03-31 $14,327,100 1,799,887
2023-12-31 $20,390,974 1,877,622
2023-09-30 $13,426,625 1,568,531
2023-06-30 $13,075,699 1,687,187
2023-03-31 $13,729,272 1,485,852