Annis Gardner Whiting Capital Advisors, LLC

Position in VLY — Valley National Bancorp

CIK 1998414 TAMPA, FL

Position in VLY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$418,462

+$56,399 QoQ

Shares Held

28,564

-3.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#256

of 469 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $2,988,743 across 4 Banks - Regional names. VLY ranks #4 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	4,175	$1,027,968
2	KEY	Keycorp /New/	37,024	$853,403
3	TFC	Truist Financial Corp	13,828	$688,910
4	VLY	Valley National Bancorp This page	28,564	$418,462

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$418,462	28,564	-3.1%	Shares	Sole	2026-08-10
2026-03-31	$362,063	29,484	-6.4%	Shares	Sole	2026-05-06
2025-12-31	$367,733	31,484	+0.4%	Shares	Sole	2026-02-09
2025-09-30	$332,267	31,346	+0.0%	Shares	Sole	2025-11-03
2025-06-30	$279,839	31,337	-10.6%	Shares	Sole	2025-08-11
2025-03-31	$311,550	35,045	+2.8%	Shares	Sole	2025-05-09
2024-12-31	$308,991	34,105	0.0%	Shares	Sole	2025-02-12
2024-09-30	$308,991	34,105	-19.0%	Shares	Sole	2024-11-14
2024-06-30	$293,767	42,087	0.0%	Shares	Sole	2024-08-12
2024-03-31	$335,012	42,087	+63.8%	Shares	Sole	2024-05-13
2023-12-31	$279,102	25,700	0.0%	Shares	Sole	2024-02-09
2023-09-30	$219,992	25,700	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.