Valley National Bancorp
IT ˙ BIT ˙ US9197941076
11,20 € 0,00 (0,00%)
2026-06-04
CENA AKCJI
SecurityIT:1VLY / Valley National Bancorp
InstitutionCreative Planning
Latest Disclosed Ownership621,182 shares
Latest Disclosed Value $ 7,628,115
Creative Planning reports 65.87% increase in ownership of 1VLY / Valley National Bancorp

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 621,182 shares of Valley National Bancorp (IT:1VLY) valued at $6,149,702 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 374,507 shares of Valley National Bancorp. This represents a change in shares of 65.87% during the quarter. The current value of the position is $6,957,238 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F VALLEY NATL BANCORP COM 919794107 621,182 246,675 65.87 7,628 74.39 0.0051
2026-02-17 2025-12-31 13F VALLEY NATL BANCORP COM 919794107 374,507 163,844 77.78 4,374 95.88 0.0031
2025-11-14 2025-09-30 13F VALLEY NATL BANCORP COM 919794107 210,663 102,218 94.26 2,233 130.68 0.0017
2025-08-08 2025-06-30 13F VALLEY NATL BANCORP COM 919794107 108,445 -52,779 -32.74 968 -32.45 0.0008
2025-05-15 2025-03-31 13F VALLEY NATL BANCORP COM 919794107 161,224 55,025 51.81 1,433 48.96 0.0013
2025-02-14 2024-12-31 13F VALLEY NATL BANCORP COM 919794107 106,199 42,534 66.81 962 67.01 0.0009
2024-10-11 2024-09-30 13F VALLEY NATL BANCORP COM 919794107 63,665 14,794 30.27 577 68.91 0.0006
2024-08-15 2024-06-30 13F VALLEY NATL BANCORP COM 919794107 48,871 -31,526 -39.21 341 -46.64 0.0004
2024-05-13 2024-03-31 13F VALLEY NATL BANCORP COM 919794107 80,397 -14,572 -15.34 640 -38.02 0.0007
2024-02-14 2023-12-31 13F VALLEY NATL BANCORP COM 919794107 94,969 17,440 22.49 1,031 55.51 0.0019
2023-11-16 2023-09-30 13F VALLEY NATL BANCORP COM 919794107 77,529 11,335 17.12 664 29.24 0.0009
2023-07-21 2023-06-30 13F VALLEY NATL BANCORP COM 919794107 66,194 45,964 227.21 513 175.81 0.0007
2023-05-15 2023-03-31 13F VALLEY NATL BANCORP COM 919794107 20,230 6,088 43.05 187 16.98 0.0003
2023-02-10 2022-12-31 13F VALLEY NATL BANCORP COM 919794107 14,142 -3,290 -18.87 160 -15.43 0.0002
2022-11-03 2022-09-30 13F VALLEY NATL BANCORP COM 919794107 17,432 7,360 73.07 188 79.05 0.0003
2022-08-15 2022-06-30 13F VALLEY NATL BANCORP COM 919794107 10,072 9,914 6,274.68 105 5,150.00 0.0002
2022-05-16 2022-03-31 13F VALLEY NATL BANCORP COM 919794107 158 158 2 0.0000
2021-08-04 2021-06-30 13F CreativePlanning COM 919794107 0 -14,609 -100.00 0 -100.00
2021-04-30 2021-03-31 13F CreativePlanning COM 919794107 14,609 3,407 30.41 201 84.40 0.0004
2021-01-29 2020-12-31 13F VALLEY NATL BANCORP COM 919794107 11,202 11,202 109 0.0002
2019-07-26 2019-06-30 13F VALLEY NATL BANCORP COM 919794107 0 -10,853 -100.00 0 -100.00
2019-04-24 2019-03-31 13F VALLEY NATL BANCORP COM 919794107 10,853 -1,383 -11.30 104 -4.59 0.0004
2019-02-12 2018-12-31 13F/A-1 VALLEY NATL BANCORP COM 919794107 12,236 -19,897 -61.92 109 -69.81 0.0004
2019-02-01 2018-12-31 13F VALLEY NATL BANCORP COM 919794107 12,236 -19,897 109
2018-10-25 2018-09-30 13F VALLEY NATL BANCORP COM 919794107 32,133 -5,511 -14.64 361 -21.18 0.0013
2018-07-20 2018-06-30 13F VALLEY NATL BANCORP COM 919794107 37,644 -36,455 -49.20 458 -50.38 0.0018
2018-04-18 2018-03-31 13F VALLEY NATL BANCORP COM 919794107 74,099 59,458 406.11 923 462.80 0.0038
2018-01-17 2017-12-31 13F VALLEY NATL BANCORP COM 919794107 14,641 563 4.00 164 -3.53 0.0007
2017-10-17 2017-09-30 13F VALLEY NATL BANCORP COM 919794107 14,078 237 1.71 170 4.29 0.0008
2017-07-12 2017-06-30 13F VALLEY NATL BANCORP COM 919794107 13,841 1,041 8.13 163 7.95 0.0008
2017-04-07 2017-03-31 13F VALLEY NATL BANCORP COM 919794107 12,800 -6,553 -33.86 151 -32.89 0.0008
2017-01-09 2016-12-31 13F VALLEY NATL BANCORP COM 919794107 19,353 4,617 31.33 225 57.34 0.0014
2016-10-12 2016-09-30 13F VALLEY NATL BANCORP COM 919794107 14,736 3,406 30.06 143 38.83 0.0009
2016-07-12 2016-06-30 13F VALLEY NATL BANCORP COM 919794107 11,330 -19,118 -62.79 103 -64.48 0.0007
2016-04-08 2016-03-31 13F VALLEY NATL BANCORP COM 919794107 30,448 0 0.00 290 -3.33 0.0023
2016-01-11 2015-12-31 13F VALLEY NATL BANCORP COM 919794107 30,448 7,850 34.74 300 35.14 0.0025
2015-10-09 2015-09-30 13F VALLEY NATL BANCORP COM 919794107 22,598 -667 -2.87 222 -7.50 0.0020
2015-07-09 2015-06-30 13F VALLEY NATL BANCORP COM 919794107 23,265 667 2.95 240 12.68 0.0022
2015-04-13 2015-03-31 13F VALLEY NATL BANCORP COM 919794107 22,598 22,598 0.00 213 0.0020
2015-01-29 2014-12-31 13F VALLEY NATL BANCORP COM 919794107 0 -22,837 -100.00 0 -100.00
2014-10-10 2014-09-30 13F VALLEY NATL BANCORP COM 919794107 22,837 19,209 529.47 221 513.89 0.0026
2014-08-20 2014-06-30 13F VALLEY NATL BANCORP COM 919794107 3,628 600 19.82 36 12.50 0.0005
2014-04-11 2014-03-31 13F VALLEY NATL BANCORP COM 919794107 3,028 0 0.00 32 3.23 0.0005
2014-01-06 2013-12-31 13F VALLEY NATL BANCORP COM 919794107 3,028 0 0.00 31 3.33 0.0005
2013-10-10 2013-09-30 13F VALLEY NATL BANCORP COM 919794107 3,028 -500 -14.17 30 -9.09 0.0006
2013-07-09 2013-06-30 13F VALLEY NATL BANCORP COM 919794107 3,528 3,528 33 0.0008
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.