Position in VLY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$200,162
New position
Shares Held
13,663
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#323
of 469 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AFFINITY WEALTH MANAGEMENT LLC holds $2,766,467 across 5 Banks - Regional names. VLY ranks #5 (7.2% of the industry book) .
All Filings in VLY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,162 | 13,663 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||