Position in VLY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,298,295
New position
Shares Held
293,399
first reported quarter
Ownership
0.053%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#105
of 469 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 96%
Shared 0%
None 4%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRILLIUM ASSET MANAGEMENT, LLC holds $118,036,885 across 9 Banks - Regional names. VLY ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
194,700 | $47,939,034 | |
| 2 | FITB |
Fifth Third Bancorp
|
390,873 | $22,033,511 | |
| 3 | EWBC |
East West Bancorp Inc
|
150,582 | $19,438,630 | |
| 4 | HDB |
Hdfc Bank Ltd
|
342,146 | $8,837,631 | |
| 5 | BAP |
Credicorp Ltd
|
15,569 | $6,065,371 | |
| 6 | QCRH |
Qcr Holdings Inc
|
54,393 | $5,295,158 | |
| 7 | VLY |
Valley National Bancorp
This page
|
293,399 | $4,298,295 | |
| 8 | KEY |
Keycorp /New/
|
168,196 | $3,876,917 |
All Filings in VLY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,298,295 | 293,399 | Shares | Defined | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||