Carnegie Lake Advisors LLC

Position in VLY — Valley National Bancorp

CIK 2043591 PRINCETON, NJ

Position in VLY

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$378,878

+$61,293 QoQ

Shares Held

25,862

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#263

of 469 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carnegie Lake Advisors LLC holds $3,455,258 across 4 Banks - Regional names. VLY ranks #2 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFS	Provident Financial Services Inc	106,958	$2,528,487
2	VLY	Valley National Bancorp This page	25,862	$378,878
3	MTB	M&T Bank Corp	1,313	$312,507
4	PNC	Pnc Financial Services Group, Inc.	956	$235,386

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,878	25,862	0.0%	Shares	Sole	2026-07-24
2026-03-31	$317,585	25,862	0.0%	Shares	Sole	2026-04-29
2025-12-31	$302,068	25,862	0.0%	Shares	Sole	2026-02-10
2025-09-30	$274,137	25,862	0.0%	Shares	Sole	2025-10-20
2025-06-30	$230,947	25,862	0.0%	Shares	Sole	2025-08-06
2025-03-31	$229,913	25,862	0.0%	Shares	Sole	2025-05-05
2024-12-31	$234,309	25,862	0.0%	Shares	Sole	2025-01-29
2024-09-30	$234,309	25,862	—	Shares	Sole	2024-11-04
No filing history on record for this holder in this stock.