Position in VLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,447,467
+$991,974 QoQ
Shares Held
576,619
-5.0% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#71
of 474 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 25%
Shared 15%
None 60%
Common Shares in VLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $656,201,193 across 144 Banks - Regional names. VLY ranks #21 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,217,564 | $73,540,864 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
291,239 | $71,708,863 | |
| 3 | FITB |
Fifth Third Bancorp
|
566,755 | $31,947,978 | |
| 4 | TFC |
Truist Financial Corp
|
552,501 | $27,525,598 | |
| 5 | FLG |
Flagstar Bank, National Association
|
1,836,630 | $27,439,250 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
377,806 | $26,472,864 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
1,182,953 | $20,973,755 | |
| 8 | KEY |
Keycorp /New/
|
876,717 | $20,208,325 |
All Filings in VLY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,447,467 | 576,619 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,455,493 | 607,125 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,585,410 | 478,203 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,931,476 | 370,894 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $2,497,721 | 279,700 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,256,664 | 253,843 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,553,047 | 171,418 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,639,017 | 180,907 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $960,050 | 137,543 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,599,832 | 200,984 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,622,331 | 149,386 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $1,138,971 | 146,964 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,331,419 | 144,093 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,631,897 | 144,288 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,546,830 | 143,225 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,708,062 | 164,079 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,842,186 | 141,489 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||