Position in VLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,188,037
+$2,230,356 QoQ
Shares Held
490,651
+21.5% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
4.28%
of 13F equity value
Holder Rank
#81
of 474 holders
Holding Since
Mar 2026
2 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, 2026Karl Kapital LLC holds $14,614,269 across 2 Banks - Regional names. VLY ranks #2 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
52,019 | $7,426,232 | |
| 2 | VLY |
Valley National Bancorp
This page
|
490,651 | $7,188,037 |
All Filings in VLY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,188,037 | 490,651 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,957,681 | 403,720 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||