Position in VLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,455,493
+$1,870,083 QoQ
Shares Held
607,125
+27.0% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 21%
Shared 23%
None 56%
Common Shares in VLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $556,095,164 across 141 Banks - Regional names. VLY ranks #19 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,251,708 | $65,101,332 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
253,073 | $52,661,959 | |
| 3 | TFC |
Truist Financial Corp
|
556,828 | $25,597,382 | |
| 4 | FLG |
Flagstar Bank, National Association
|
1,810,495 | $23,844,217 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
382,525 | $22,940,022 | |
| 6 | FITB |
Fifth Third Bancorp
|
400,954 | $18,628,322 | |
| 7 | KEY |
Keycorp /New/
|
893,770 | $17,920,087 | |
| 8 | NU |
Nu Holdings Ltd.
|
1,244,847 | $17,888,450 |
All Filings in VLY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||