Position in VLY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$195,416
+$31,614 QoQ
Shares Held
13,339
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#328
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, 2026W ADVISORS, LLC holds $1,477,865 across 6 Banks - Regional names. VLY ranks #6 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHN |
First Horizon Corp
|
12,848 | $329,422 | |
| 2 | FITB |
Fifth Third Bancorp
|
4,814 | $271,365 | |
| 3 | USB |
US Bancorp De
|
4,163 | $251,445 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
880 | $216,673 | |
| 5 | RF |
Regions Financial Corp
|
7,071 | $213,544 | |
| 6 | VLY |
Valley National Bancorp
This page
|
13,339 | $195,416 |
All Filings in VLY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,416 | 13,339 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $163,802 | 13,339 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $155,799 | 13,339 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $141,393 | 13,339 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $119,117 | 13,339 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $118,583 | 13,339 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $120,851 | 13,339 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $120,851 | 13,339 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $93,106 | 13,339 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $106,178 | 13,339 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $144,861 | 13,339 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $114,181 | 13,339 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $103,377 | 13,339 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $123,252 | 13,339 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $150,864 | 13,339 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $144,061 | 13,339 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $138,858 | 13,339 | Shares | Sole | 2022-08-26 | |
| 2022-03-31 | $173,673 | 13,339 | Shares | Sole | 2022-08-26 | |
| 2021-12-31 | $183,411 | 13,339 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||