WealthPlan Investment Management, LLC
Position in VLY — Valley National Bancorp
CIK 1929986
OMAHA, NE
Position in VLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$232,143
+$37,555 QoQ
Shares Held
15,846
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#309
of 469 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $7,499,248 across 5 Banks - Regional names. VLY ranks #5 (3.1% of the industry book) .
All Filings in VLY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,143 | 15,846 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $194,588 | 15,846 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $185,081 | 15,846 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $167,967 | 15,846 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $141,504 | 15,846 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $140,870 | 15,846 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $143,564 | 15,846 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $143,564 | 15,846 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $110,605 | 15,846 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $126,134 | 15,846 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $249,389 | 22,964 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $196,571 | 22,964 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $177,971 | 22,964 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $212,187 | 22,964 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $259,722 | 22,964 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $248,011 | 22,964 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $298,991 | 22,964 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||