Position in VLY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$365,261,991
+$10,401,858 QoQ
Shares Held
29,744,462
-2.1% QoQ
Ownership
5.37%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 3%
None 2%
Common Shares in VLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $23,877,424,142 across 288 Banks - Regional names. VLY ranks #14 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,369,212 | $539,302,712 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,918,284 | $507,263,473 | |
| 3 | SSB |
SouthState Bank Corp
|
4,934,851 | $456,572,411 | |
| 4 | WBS |
Webster Financial Corp
|
6,327,138 | $439,229,916 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,035,295 | $433,740,309 | |
| 6 | BPOP |
Popular, Inc.
|
3,222,266 | $432,331,427 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,477,126 | $430,831,998 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2,070,265 | $430,801,441 |
All Filings in VLY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $365,261,991 | 29,744,462 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $354,860,133 | 30,381,861 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $323,071,981 | 30,478,489 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $271,379,081 | 30,389,595 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $267,063,465 | 30,040,885 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $259,688,670 | 28,663,209 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $234,230,025 | 25,853,204 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $179,545,254 | 25,722,816 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $202,067,782 | 25,385,400 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $270,303,855 | 24,889,858 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $202,290,414 | 23,632,058 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $168,697,644 | 21,767,438 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $199,749,827 | 21,617,947 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $234,346,769 | 20,720,316 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $220,192,536 | 20,388,198 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $210,512,933 | 20,222,184 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $291,949,920 | 22,423,189 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $305,326,188 | 22,205,541 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $302,909,432 | 22,758,034 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $306,123,164 | 22,793,981 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $316,461,054 | 23,032,100 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $225,407,988 | 23,118,768 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $158,339,181 | 23,115,209 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $179,199,796 | 22,915,575 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $162,966,559 | 22,293,647 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||