Pensionmark Financial Group »

Valley National Ban shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Valley National Ban (VLY) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Valley National Ban

Tip: Access up to 7 years of quarterly data

All positions including Valley National Ban held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Valley National Ban by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.4M 199k 12.28
2025-12-31 $963k 82k 11.68
2025-09-30 $295k 28k 10.60
2025-06-30 $249k 28k 8.93

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)

View all positions for Pensionmark Financial Group

Top funds holding Valley National Ban

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Vanguard Portfolio Management
Vanguard Capital Management
Geode Capital Management
Nomura Asset Management International
Wellington Management Company
AQR Capital Management
Goldman Sachs Group
Azora Capital
Charles Schwab Investment Management
UBS Group
Hanna Zanoni

View all funds holding Valley National Ban