Valley National Ban shares owned by Creative Planning
Quarter-by-quarter ownership of Valley National Ban (VLY) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Valley National Ban
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Quarterly reported holdings in Valley National Ban by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 211k | 10.60 |
| 2025-06-30 | $968k | 108k | 8.93 |
| 2025-03-31 | $1.4M | 161k | 8.89 |
| 2024-12-31 | $962k | 106k | 9.06 |
| 2024-09-30 | $577k | 64k | 9.06 |
| 2024-06-30 | $341k | 49k | 6.98 |
| 2024-03-31 | $640k | 80k | 7.96 |
| 2023-12-31 | $1.0M | 95k | 10.86 |
| 2023-09-30 | $664k | 78k | 8.56 |
| 2023-06-30 | $513k | 66k | 7.75 |
| 2023-03-31 | $187k | 20k | 9.24 |
| 2022-12-31 | $160k | 14k | 11.31 |
| 2022-09-30 | $188k | 17k | 10.78 |
| 2022-06-30 | $105k | 10k | 10.42 |
| 2022-03-31 | $2.0k | 158 | 12.66 |
| 2021-03-31 | $201k | 15k | 13.76 |
| 2020-12-31 | $109k | 11k | 9.73 |
| 2019-03-31 | $104k | 11k | 9.58 |
| 2018-12-31 | $109k | 12k | 8.91 |
| 2018-09-30 | $361k | 32k | 11.23 |
| 2018-06-30 | $458k | 38k | 12.17 |
| 2018-03-31 | $923k | 74k | 12.46 |
| 2017-12-31 | $164k | 15k | 11.20 |
| 2017-09-30 | $170k | 14k | 12.08 |
| 2017-06-30 | $163k | 14k | 11.78 |
| 2017-03-31 | $151k | 13k | 11.80 |
| 2016-12-31 | $225k | 19k | 11.63 |
| 2016-09-30 | $143k | 15k | 9.70 |
| 2016-06-30 | $103k | 11k | 9.09 |
| 2016-03-31 | $290k | 30k | 9.52 |
| 2015-12-31 | $300k | 30k | 9.85 |
| 2015-09-30 | $222k | 23k | 9.82 |
| 2015-06-30 | $240k | 23k | 10.32 |
| 2015-03-31 | $213k | 23k | 9.43 |
| 2014-12-31 | $222k | 23k | 9.72 |
| 2014-09-30 | $221k | 23k | 9.68 |
| 2014-06-30 | $36k | 3.6k | 9.92 |
| 2014-03-31 | $32k | 3.0k | 10.57 |
| 2013-12-31 | $31k | 3.0k | 10.24 |
| 2013-09-30 | $30k | 3.0k | 9.91 |
| 2013-06-30 | $33k | 3.5k | 9.35 |
| 2012-12-31 | $4.0k | 463 | 8.64 |
| 2012-09-30 | $15k | 1.5k | 9.91 |
| 2012-06-30 | $11k | 1.1k | 10.48 |