Position in VLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,355,993
+$1,975,828 QoQ
Shares Held
843,322
+17.5% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in VLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $382,853,779 across 115 Banks - Regional names. VLY ranks #9 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
4,298,560 | $61,770,306 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
239,501 | $49,837,763 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
506,748 | $30,389,677 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
231,622 | $19,951,919 | |
| 5 | PB |
Prosperity Bancshares Inc
|
295,148 | $19,828,042 | |
| 6 | USB |
US Bancorp De
|
299,305 | $15,566,853 | |
| 7 | BPOP |
Popular, Inc.
|
95,806 | $12,854,291 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
437,132 | $11,990,530 |
All Filings in VLY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,355,993 | 843,322 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,380,165 | 717,480 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $6,495,139 | 612,749 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,159,370 | 465,775 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,751,757 | 422,020 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $292,102 | 32,241 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $152,842 | 16,870 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $115,923 | 16,608 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $132,159 | 16,603 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $140,713 | 12,957 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $108,027 | 12,620 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $96,464 | 12,447 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||