Position in VLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$195,914
+$33,180 QoQ
Shares Held
13,373
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#327
of 469 holders
Holding Since
Dec 2025
3 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, 2026Marble Wealth, LLC holds $2,425,491 across 5 Banks - Regional names. VLY ranks #5 (8.1% of the industry book) .
All Filings in VLY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,914 | 13,373 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||