Position in VLY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$162,734
+$9,388 QoQ
Shares Held
13,252
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in VLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Marble Wealth, LLC holds $2,358,823 across 6 Banks - Regional names. VLY ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
38,807 | $1,013,638 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
6,484 | $472,229 | |
| 3 | MTB |
M&T Bank Corp
|
1,373 | $283,826 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,109 | $230,771 | |
| 5 | FUSB |
First US Bancshares, Inc.
|
12,786 | $195,625 | |
| 6 | VLY |
Valley National Bancorp
This page
|
13,252 | $162,734 |
All Filings in VLY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,734 | 13,252 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $153,346 | 13,129 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||