Position in VLY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,628,114
+$3,253,874 QoQ
Shares Held
621,182
+65.9% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Creative Planning holds $681,350,507 across 194 Banks - Regional names. VLY ranks #22 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
783,076 | $40,727,782 | |
| 2 | WF |
Woori Financial Group Inc.
|
390,676 | $26,019,020 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
123,994 | $25,801,910 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
404,143 | $24,236,455 | |
| 5 | TFC |
Truist Financial Corp
|
502,309 | $23,091,144 | |
| 6 | FITB |
Fifth Third Bancorp
|
409,192 | $19,011,060 | |
| 7 | SHG |
Shinhan Financial Group Co Ltd
|
301,441 | $18,484,361 | |
| 8 | KB |
KB Financial Group Inc.
|
184,039 | $18,354,209 |
All Filings in VLY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,628,114 | 621,182 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,374,240 | 374,507 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,233,027 | 210,663 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $968,413 | 108,445 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,433,281 | 161,224 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $962,162 | 106,199 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $576,804 | 63,665 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $341,119 | 48,871 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $639,959 | 80,397 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,031,363 | 94,969 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $663,647 | 77,529 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $513,003 | 66,194 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $186,925 | 20,230 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $159,946 | 14,142 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $188,265 | 17,432 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $104,849 | 10,072 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,057 | 158 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $200,727 | 14,609 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $109,219 | 11,202 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||