CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in VLY — Valley National Bancorp
CIK 884546
SAN FRANCISCO, CA
Position in VLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$110,670,143
+$15,824,250 QoQ
Shares Held
7,554,276
-2.2% QoQ
Ownership
1.37%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#12
of 474 holders
Holding Since
Mar 2020
26 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $13,093,894,202 across 262 Banks - Regional names. VLY ranks #20 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
29,371,774 | $1,655,686,900 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,288,913 | $1,056,016,157 | |
| 3 | TFC |
Truist Financial Corp
|
17,608,073 | $877,234,196 | |
| 4 | RF |
Regions Financial Corp
|
27,773,516 | $838,760,183 | |
| 5 | USB |
US Bancorp De
|
10,450,430 | $631,205,971 | |
| 6 | EWBC |
East West Bancorp Inc
|
4,453,454 | $574,896,376 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
6,553,067 | $459,173,403 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
11,025,378 | $353,363,364 |
All Filings in VLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,670,143 | 7,554,276 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $94,845,893 | 7,723,607 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $90,143,635 | 7,717,777 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $84,025,860 | 7,926,968 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $70,555,706 | 7,900,975 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $69,494,001 | 7,817,098 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $68,966,133 | 7,612,156 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $63,159,280 | 6,971,223 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $47,971,090 | 6,872,649 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $52,630,938 | 6,611,927 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $68,361,451 | 6,294,793 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $51,659,574 | 6,034,997 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $44,584,269 | 5,752,809 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $51,653,697 | 5,590,227 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $62,183,330 | 5,498,084 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $57,171,117 | 5,293,622 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $42,420,260 | 4,074,953 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $51,015,823 | 3,918,266 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $50,946,720 | 3,705,216 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $48,410,453 | 3,637,149 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $46,133,110 | 3,435,079 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $46,179,274 | 3,360,937 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $33,173,088 | 3,402,368 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $22,846,311 | 3,335,228 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $25,898,487 | 3,311,827 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $23,706,176 | 3,242,979 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||