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Equibles

CWM, LLC

Position in VLY — Valley National Bancorp

CIK 1535847 OMAHA, NE
Back to VLY Full portfolio

Position in VLY

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$3,283,291
+$1,400,230 QoQ
Shares Held
267,369
+65.8% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 4% Shared 0% None 96%

Common Shares in VLY Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

CWM, LLC holds $206,561,195 across 285 Banks - Regional names. VLY ranks #10 (1.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 174,338 $36,277,994
2 CFG
Citizens Financial Group Inc/Ri
 225,549 $13,526,173
3 USB
US Bancorp De
 241,668 $12,569,152
4 PNFP
Pinnacle Financial Partners, Inc.
 131,724 $11,346,705
5 PB
Prosperity Bancshares Inc
 130,471 $8,765,041
6 BPOP
Popular, Inc.
 44,953 $6,031,344
7 TFC
Truist Financial Corp
 123,198 $5,663,412
8 FHN
First Horizon Corp
 190,735 $4,341,128

All Filings in VLY

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,283,291 267,369
2025-12-31 $1,883,061 161,221
2025-09-30 $1,549,645 146,193
2025-06-30 $833,463 93,333
2025-03-31 $1,151,886 129,571
2024-12-31 $225,874 24,931
2024-09-30 $201,421 22,232
2024-06-30 $57,082 8,178
2024-03-31 $66,895 8,404
2023-12-31 $42,169 3,883
2023-09-30 $36,448 4,258
2023-06-30 $31,542 4,070
2023-03-31 $53,240 5,762
2022-12-31 $93,149 8,236
2022-09-30 $69,573 6,442
2022-06-30 $51,217 4,920
2022-03-31 $29,164 2,240
2021-12-31 $27,596 2,007
2021-06-30 $26,954 2,007
2021-03-31 $27,576 2,007
2020-12-31 $19,568 2,007
2020-09-30 $13,747 2,007
2020-06-30 $15,694 2,007
2020-03-31 $14,671 2,007