Position in VLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$727,519
+$108,939 QoQ
Shares Held
49,660
-1.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#216
of 469 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ignite Planners, LLC holds $8,039,155 across 10 Banks - Regional names. VLY ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HWC |
Hancock Whitney Corp
|
36,958 | $2,761,501 | |
| 2 | USB |
US Bancorp De
|
18,952 | $1,144,700 | |
| 3 | TFC |
Truist Financial Corp
|
19,671 | $980,009 | |
| 4 | VLY |
Valley National Bancorp
This page
|
49,660 | $727,519 | |
| 5 | RNST |
Renasant Corp
|
14,472 | $615,638 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
2,316 | $570,245 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
24,433 | $433,197 | |
| 8 | FITB |
Fifth Third Bancorp
|
5,748 | $324,014 |
All Filings in VLY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,519 | 49,660 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $618,580 | 50,373 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $610,350 | 52,256 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $668,457 | 63,062 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $593,898 | 66,506 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $576,863 | 64,889 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $589,153 | 65,028 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $589,869 | 65,107 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $439,300 | 62,937 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $425,963 | 53,513 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $702,761 | 64,711 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $627,465 | 73,302 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||