Position in VLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$281,147
-$409,369 QoQ
Shares Held
19,191
-65.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#292
of 469 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in VLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $43,554,710 across 8 Banks - Regional names. VLY ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
449,107 | $31,468,926 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
25,113 | $6,183,322 | |
| 3 | USB |
US Bancorp De
|
92,049 | $5,559,758 | |
| 4 | VLY |
Valley National Bancorp
This page
|
19,191 | $281,147 | |
| 5 | TFC |
Truist Financial Corp
|
619 | $30,838 | |
| 6 | PB |
Prosperity Bancshares Inc
|
216 | $15,774 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
655 | $11,613 | |
| 8 | MTB |
M&T Bank Corp
|
14 | $3,332 |
All Filings in VLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,147 | 19,191 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $690,516 | 56,231 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $658,797 | 56,404 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $597,426 | 56,361 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $502,865 | 56,312 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $500,612 | 56,312 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $510,185 | 56,312 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $510,185 | 56,312 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $393,057 | 56,312 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $464,218 | 58,319 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $654,607 | 60,277 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $515,970 | 60,277 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $467,146 | 60,277 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $1,009,025 | 109,202 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $691,085 | 61,104 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $765,903 | 70,917 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $743,450 | 71,417 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $987,397 | 75,837 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $1,042,758 | 75,837 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,148,080 | 86,257 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,158,430 | 86,257 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,185,170 | 86,257 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,036,005 | 106,257 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,358,615 | 198,338 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,551,002 | 198,338 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,526,210 | 208,784 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||