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Creative Planning VLYPN Position History
Valley National Bancorp • Banking
Quarters held
10
Latest value
$12.5M
Q3 2026
Peak value
$12.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q3 2025 | $64K |
| Q4 2025 | $4.3M |
| Q4 2025 | $122K |
| Q1 2026 | $142K |
| Q1 2026 | $7.5M |
| Q2 2026 | $175K |
| Q2 2026 | $11.8M |
| Q3 2026 | $150K |
| Q3 2026 | $12.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.5M | 990.0K | — | — |
| Q3 2026 | $150K | 11.9K | — | — |
| Q2 2026 | $11.8M | 804.1K | — | — |
| Q2 2026 | $175K | 12.0K | — | — |
| Q1 2026 | $7.5M | 609.6K | — | — |
| Q1 2026 | $142K | 11.6K | — | — |
| Q4 2025 | $122K | 10.5K | — | — |
| Q4 2025 | $4.3M | 364.0K | — | — |
| Q3 2025 | $64K | 6.1K | — | — |
| Q3 2025 | $2.2M | 204.6K | — | — |
Other funds holding VLYPN
$531.5M
$487.8M
$477.6M
$438.8M
$432.3M
$351.3M
$351.3M