Position in VLY
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$362,075
+$119,634 QoQ
Shares Held
29,485
+42.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CIM INVESTMENT MANAGEMENT INC holds $2,246,703 across 8 Banks - Regional names. VLY ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
8,052 | $370,150 | |
| 2 | VLY |
Valley National Bancorp
This page
|
29,485 | $362,075 | |
| 3 | AX |
Axos Financial, Inc.
|
4,235 | $360,356 | |
| 4 | HOMB |
Home Bancshares Inc
|
11,999 | $323,133 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
11,235 | $308,176 | |
| 6 | HWC |
Hancock Whitney Corp
|
3,294 | $209,465 | |
| 7 | FCF |
First Commonwealth Financial Corp /Pa/
|
10,868 | $191,059 | |
| 8 | HOPE |
Hope Bancorp Inc
|
10,948 | $122,289 |
All Filings in VLY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $362,075 | 29,485 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $242,441 | 20,757 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $220,024 | 20,757 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $188,637 | 21,124 | Shares | Sole | 2025-08-22 | |
| 2025-03-31 | $190,921 | 21,476 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $199,202 | 21,987 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $199,202 | 21,987 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $153,469 | 21,987 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $216,615 | 27,213 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $295,533 | 27,213 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $232,943 | 27,213 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $210,900 | 27,213 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $251,448 | 27,213 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $445,806 | 39,417 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $425,703 | 39,417 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $410,330 | 39,417 | Shares | Sole | 2022-09-02 | |
| 2022-03-31 | $513,209 | 39,417 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $507,650 | 36,920 | Shares | Sole | 2022-05-19 | |
| 2021-09-30 | $384,139 | 28,861 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $387,603 | 28,861 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $396,550 | 28,861 | Shares | Sole | 2021-05-20 | |
| 2020-12-31 | $397,527 | 40,772 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $279,288 | 40,772 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $142,011 | 18,160 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $110,242 | 15,081 | Shares | Sole | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||