Position in VLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,578,921
+$5,107,207 QoQ
Shares Held
585,592
+107.1% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 474 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in VLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,720,970,465 across 297 Banks - Regional names. VLY ranks #48 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,059,766 | $1,492,035,582 | |
| 2 | USB |
US Bancorp De
|
5,432,595 | $328,128,735 | |
| 3 | TFC |
Truist Financial Corp
|
4,148,244 | $206,665,514 | |
| 4 | MTB |
M&T Bank Corp
|
698,300 | $166,202,381 | |
| 5 | RF |
Regions Financial Corp
|
3,854,415 | $116,403,331 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,937,739 | $111,904,425 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,359,954 | $76,660,605 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
948,619 | $66,469,732 |
All Filings in VLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,578,921 | 585,592 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,471,714 | 282,713 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $7,364,366 | 630,511 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,422,178 | 605,866 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,086,608 | 345,645 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,075,903 | 233,510 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,906,872 | 320,847 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,263,912 | 249,880 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,940,117 | 277,954 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,718,944 | 215,948 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,067,526 | 190,380 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,414,101 | 165,199 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,707,959 | 220,382 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $5,007,034 | 541,887 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,338,623 | 472,027 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,051,613 | 282,557 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,993,259 | 287,537 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,550,153 | 503,084 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,483,126 | 689,682 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,302,270 | 473,499 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,084,218 | 453,032 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,224,477 | 525,799 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $7,161,607 | 734,524 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $4,931,895 | 719,985 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $5,970,443 | 763,484 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,352,695 | 595,444 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||