Position in VLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,957,681
New position
Shares Held
403,720
first reported quarter
Ownership
0.073%
of shares outstanding
% of Portfolio
3.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Karl Kapital LLC holds $11,986,077 across 2 Banks - Regional names. VLY ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMBF |
Umb Financial Corp
|
62,314 | $7,028,396 | |
| 2 | VLY |
Valley National Bancorp
This page
|
403,720 | $4,957,681 |
All Filings in VLY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,957,681 | 403,720 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||