Leeward Investments, LLC - MA

Position in VLY — Valley National Bancorp

CIK 1923173 BOSTON, MA

Position in VLY

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$22,846,424

+$520,513 QoQ

Shares Held

1,860,458

-2.7% QoQ

Ownership

0.336%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Financial Services · as of Mar 31, 2026

Leeward Investments, LLC - MA holds $275,351,539 across 16 Banks - Regional names. VLY ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COLB	Columbia Banking System, Inc.	880,432	$24,150,249
2	WTFC	Wintrust Financial Corp	168,932	$23,471,412
3	VLY	Valley National Bancorp This page	1,860,458	$22,846,424
4	FHN	First Horizon Corp	978,868	$22,279,035
5	FIBK	First Interstate Bancsystem Inc	631,978	$21,108,065
6	NBHC	National Bank Holdings Corp	519,920	$20,360,067
7	INDB	Independent Bank Corp	266,073	$20,011,350
8	ONB	Old National Bancorp /In/	904,960	$19,999,616

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,846,424	1,860,458	-2.7%	Shares	Sole	2026-04-17
2025-12-31	$22,325,911	1,911,465	+20.3%	Shares	Sole	2026-02-05
2025-09-30	$16,843,029	1,588,965	-2.2%	Shares	Sole	2025-11-07
2025-06-30	$14,510,357	1,624,900	-4.2%	Shares	Sole	2025-07-31
2025-03-31	$15,083,991	1,696,737	-3.7%	Shares	Sole	2025-04-29
2024-12-31	$15,955,484	1,761,091	-7.0%	Shares	Sole	2025-02-04
2024-09-30	$17,159,531	1,893,988	-0.4%	Shares	Sole	2024-10-31
2024-06-30	$13,268,882	1,900,986	+5.6%	Shares	Sole	2024-07-19
2024-03-31	$14,327,100	1,799,887	-4.1%	Shares	Sole	2024-04-19
2023-12-31	$20,390,974	1,877,622	+19.7%	Shares	Sole	2024-02-02
2023-09-30	$13,426,625	1,568,531	-7.0%	Shares	Sole	2023-10-11
2023-06-30	$13,075,699	1,687,187	+13.6%	Shares	Sole	2023-07-27
2023-03-31	$13,729,272	1,485,852	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.