Creative Planning’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12M | Buy |
816,075
+194,893
| +31% | +$2.65M | 0.01% | 761 |
|
|
2026
Q1 | $7.63M | Buy |
621,182
+246,675
| +66% | +$3.07M | 0.01% | 877 |
|
|
2025
Q4 | $4.37M | Buy |
374,507
+163,844
| +78% | +$1.82M | ﹤0.01% | 1101 |
|
|
2025
Q3 | $2.23M | Buy |
210,663
+102,218
| +94% | +$1.02M | ﹤0.01% | 1459 |
|
|
2025
Q2 | $968K | Sell |
108,445
-52,779
| -33% | -$458K | ﹤0.01% | 1875 |
|
|
2025
Q1 | $1.43M | Buy |
161,224
+55,025
| +52% | +$520K | ﹤0.01% | 1433 |
|
|
2024
Q4 | $962K | Buy |
106,199
+42,534
| +67% | +$413K | ﹤0.01% | 1672 |
|
|
2024
Q3 | $577K | Buy |
63,665
+14,794
| +30% | +$120K | ﹤0.01% | 1973 |
|
|
2024
Q2 | $341K | Sell |
48,871
-31,526
| -39% | -$230K | ﹤0.01% | 2247 |
|
|
2024
Q1 | $640K | Sell |
80,397
-14,572
| -15% | -$130K | ﹤0.01% | 1671 |
|
|
2023
Q4 | $1.03M | Buy |
94,969
+17,440
| +22% | +$156K | ﹤0.01% | 1214 |
|
|
2023
Q3 | $664K | Buy |
77,529
+11,335
| +17% | +$103K | ﹤0.01% | 1376 |
|
|
2023
Q2 | $513K | Buy |
66,194
+45,964
| +227% | +$366K | ﹤0.01% | 1534 |
|
|
2023
Q1 | $187K | Buy |
20,230
+6,088
| +43% | +$67.3K | ﹤0.01% | 2155 |
|
|
2022
Q4 | $160K | Sell |
14,142
-3,290
| -19% | -$38.7K | ﹤0.01% | 2067 |
|
|
2022
Q3 | $188K | Buy |
17,432
+7,360
| +73% | +$84.9K | ﹤0.01% | 1931 |
|
|
2022
Q2 | $105K | Buy |
10,072
+9,914
| +6,275% | +$118K | ﹤0.01% | 1970 |
|
|
2022
Q1 | $2K | Buy |
+158
| New | +$2.2K | ﹤0.01% | 2307 |
|
|
2021
Q2 | – | Sell |
-14,609
| Closed | -$201K | – | 2594 |
|
|
2021
Q1 | $201K | Buy |
14,609
+3,407
| +30% | +$41K | ﹤0.01% | 2097 |
|
|
2020
Q4 | $109K | Buy |
+11,202
| New | +$97.5K | ﹤0.01% | 2016 |
|
|
2019
Q2 | – | Sell |
-10,853
| Closed | -$104K | – | 2127 |
|
|
2019
Q1 | $104K | Sell |
10,853
-1,383
| -11% | -$14.1K | ﹤0.01% | 1706 |
|
|
2018
Q4 | $109K | Sell |
12,236
-19,897
| -62% | -$201K | ﹤0.01% | 1618 |
|
|
2018
Q3 | $361K | Sell |
32,133
-5,511
| -15% | -$66.5K | ﹤0.01% | 1284 |
|
|
2018
Q2 | $458K | Sell |
37,644
-36,455
| -49% | -$460K | ﹤0.01% | 1116 |
|
|
2018
Q1 | $923K | Buy |
74,099
+59,458
| +406% | +$741K | ﹤0.01% | 780 |
|
|
2017
Q4 | $164K | Buy |
14,641
+563
| +4% | +$6.53K | ﹤0.01% | 1660 |
|
|
2017
Q3 | $170K | Buy |
14,078
+237
| +2% | +$2.73K | ﹤0.01% | 1641 |
|
|
2017
Q2 | $163K | Buy |
13,841
+1,041
| +8% | +$12.2K | ﹤0.01% | 1642 |
|
|
2017
Q1 | $151K | Sell |
12,800
-6,553
| -34% | -$78.6K | ﹤0.01% | 1676 |
|
|
2016
Q4 | $225K | Buy |
19,353
+4,617
| +31% | +$49.4K | ﹤0.01% | 1354 |
|
|
2016
Q3 | $143K | Buy |
14,736
+3,406
| +30% | +$31.8K | ﹤0.01% | 1609 |
|
|
2016
Q2 | $103K | Sell |
11,330
-19,118
| -63% | -$179K | ﹤0.01% | 1660 |
|
|
2016
Q1 | $290K | Hold |
30,448
| – | – | ﹤0.01% | 1012 |
|
|
2015
Q4 | $300K | Buy |
30,448
+7,850
| +35% | +$81.6K | ﹤0.01% | 989 |
|
|
2015
Q3 | $222K | Sell |
22,598
-667
| -3% | -$6.56K | ﹤0.01% | 1137 |
|
|
2015
Q2 | $240K | Buy |
23,265
+667
| +3% | +$6.5K | ﹤0.01% | 830 |
|
|
2015
Q1 | $213K | Sell |
22,598
-239
| -1% | -$2.26K | ﹤0.01% | 1164 |
|
|
2014
Q4 | $222K | Hold |
22,837
| – | – | ﹤0.01% | 1078 |
|
|
2014
Q3 | $221K | Buy |
22,837
+19,209
| +529% | +$189K | ﹤0.01% | 1002 |
|
|
2014
Q2 | $36K | Buy |
3,628
+600
| +20% | +$6.03K | ﹤0.01% | 2108 |
|
|
2014
Q1 | $32K | Hold |
3,028
| – | – | ﹤0.01% | 2101 |
|
|
2013
Q4 | $31K | Hold |
3,028
| – | – | ﹤0.01% | 1937 |
|
|
2013
Q3 | $30K | Sell |
3,028
-500
| -14% | -$5.05K | ﹤0.01% | 1856 |
|
|
2013
Q2 | $33K | Buy |
+3,528
| New | +$32.9K | ﹤0.01% | 1624 |
|
Other funds holding VLY
NAMI
ACL
Creative Planning's VLY Position: Q2 2026 in Review
Creative Planning increased its Valley National Bancorp (VLY) stake by 31% in Q2 2026, buying an estimated $2.65M and bringing the position to 816,075 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #761.
Creative Planning first reported a position in VLY in Q2 2013 and has held it in 44 quarters since. 470 funds tracked by Wall St. Rank hold VLY as of Q2 2026.
- Creative Planning held 816,075 shares of Valley National Bancorp worth $12M as of Q2 2026.
- Creative Planning bought 194,893 Valley National Bancorp shares in Q2 2026, an estimated $2.65M.
- Valley National Bancorp made up 0.01% of Creative Planning's portfolio in Q2 2026, its #761 holding.
- Creative Planning first reported a position in Valley National Bancorp in Q2 2013 and has held it in 44 quarters since.
- 470 funds tracked by Wall St. Rank held Valley National Bancorp as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.