RETIREMENT INCOME SOLUTIONS, INC
PensionPosition in VLY — Valley National Bancorp
CIK 1730386
ANN ARBOR, MI
Position in VLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$621,716
+$100,578 QoQ
Shares Held
42,438
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#224
of 469 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026RETIREMENT INCOME SOLUTIONS, INC holds $1,249,875 across 3 Banks - Regional names. VLY ranks #1 (49.7% of the industry book) .
All Filings in VLY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,716 | 42,438 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $521,138 | 42,438 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $433,292 | 37,097 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $393,228 | 37,097 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||