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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

VLY holding history

Valley National Bancorp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VLY overviewAll 13F holders of VLYFull Q2 2026 holdings

Shares (Q2 2026)
816,075
Value
$12.0M
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of VLY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026816,075$12.0M<0.1%+194,893+31.4%AddedHolders
Q1 2026621,182$7.63M<0.1%+246,675+65.9%AddedHolders
Q4 2025374,507$4.37M<0.1%+163,844+77.8%AddedHolders
Q3 2025210,663$2.23M<0.1%+102,218+94.3%AddedHolders
Q2 2025108,445$968.4K<0.1%−52,779−32.7%ReducedHolders
Q1 2025161,224$1.43M<0.1%+55,025+51.8%AddedHolders
Q4 2024106,199$962.2K<0.1%+42,534+66.8%AddedHolders
Q3 202463,665$576.8K<0.1%+14,794+30.3%AddedHolders
Q2 202448,871$341.1K<0.1%−31,526−39.2%ReducedHolders
Q1 202480,397$640.0K<0.1%−14,572−15.3%ReducedHolders
Q4 202394,969$1.03M<0.1%+17,440+22.5%AddedHolders
Q3 202377,529$663.6K<0.1%+11,335+17.1%AddedHolders
Q2 202366,194$513.0K<0.1%+45,964+227.2%AddedHolders
Q1 202320,230$186.9K<0.1%+6,088+43.0%AddedHolders
Q4 202214,142$159.9K<0.1%−3,290−18.9%ReducedHolders
Q3 202217,432$188.0K<0.1%+7,360+73.1%AddedHolders
Q2 202210,072$105.0K<0.1%+9,914+6,274.7%AddedHolders
Q1 2022158$2.00K<0.1%+158NewHolders
Q2 20210$00.0%−14,609−100.0%Sold outHolders
Q1 202114,609$201.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.