Valley National Bancorp
US ˙ NasdaqGS ˙ US9197941076

SecurityVLY / Valley National Bancorp
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
CWM Advisors, LLC closes position in VLY / Valley National Bancorp

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 0 shares of Valley National Bancorp (US:VLY) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 39,990 shares of Valley National Bancorp. The current value of the position is $0 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F/A-1 VALLEY NATL BANCORP COM 919794107 0 -100.00 0
2026-04-23 2026-03-31 13F VALLEY NATL BANCORP COM 919794107 42,056 2,066 5.17 516 10.49 0.0425
2026-02-17 2025-12-31 13F VALLEY NATL BANCORP COM 919794107 39,990 -3,005 -6.99 467 2.64 0.0420
2025-10-15 2025-09-30 13F VALLEY NATL BANCORP COM 919794107 42,995 -527 -1.21 456 17.27 0.0444
2025-07-24 2025-06-30 13F VALLEY NATL BANCORP COM 919794107 43,522 4,949 12.83 389 13.45 0.0423
2025-06-03 2025-03-31 13F VALLEY NATL BANCORP COM 919794107 38,573 -5,634 -12.74 343 -14.50 0.0408
2025-01-17 2024-12-31 13F VALLEY NATL BANCORP COM 919794107 44,207 -1,394 -3.06 401 -3.15 0.0448
2024-10-10 2024-09-30 13F VALLEY NATL BANCORP COM 919794107 45,601 -5,083 -10.03 413 17.00 0.0423
2024-08-12 2024-06-30 13F VALLEY NATL BANCORP COM 919794107 50,684 5,881 13.13 354 -0.84 0.0408
2024-05-07 2024-03-31 13F VALLEY NATL BANCORP COM 919794107 44,803 9,532 27.03 357 -7.05 0.0365
2024-02-12 2023-12-31 13F VALLEY NATL BANCORP COM 919794107 35,271 -496 -1.39 383 25.16 0.0421
2023-10-26 2023-09-30 13F VALLEY NATL BANCORP COM 919794107 35,767 -4,612 -11.42 306 -1.92 0.0391
2023-07-31 2023-06-30 13F VALLEY NATL BANCORP COM 919794107 40,379 10,768 36.36 313 14.29 0.0379
2023-04-24 2023-03-31 13F VALLEY NATL BANCORP COM 919794107 29,611 8,747 41.92 274 16.17 0.0348
2023-01-26 2022-12-31 13F VALLEY NATL BANCORP COM 919794107 20,864 1,700 8.87 236 13.53 0.0304
2022-11-07 2022-09-30 13F VALLEY NATL BANCORP COM 919794107 19,164 -1,183 -5.81 207 -2.36 0.0292
2022-08-10 2022-06-30 13F VALLEY NATL BANCORP COM 919794107 20,347 2,217 12.23 212 -10.17 0.0281
2022-04-21 2022-03-31 13F VALLEY NATL BANCORP COM 919794107 18,130 96 0.53 236 -4.84 0.0273
2022-02-14 2021-12-31 13F/A-1 VALLEY NATL BANCORP COM 919794107 18,034 280 1.58 248 5.08 0.0284
2021-11-09 2021-09-30 13F VALLEY NATL BANCORP COM 919794107 17,754 17,754 236 0.0298
2020-05-08 2020-03-31 13F VALLEY NATL BANCORP COM 919794107 0 -15,255 -100.00 0 -100.00
2020-01-24 2019-12-31 13F VALLEY NATL BANCORP COM 919794107 15,255 -1,927 -11.22 175 -6.42 0.0628
2019-11-13 2019-09-30 13F VALLEY NATL BANCORP COM 919794107 17,182 1,015 6.28 187 7.47 0.0713
2019-07-16 2019-06-30 13F VALLEY NATL BANCORP COM 919794107 16,167 -153 -0.94 174 11.54 0.0732
2019-05-16 2019-03-31 13F VALLEY NATL BANCORP COM 919794107 16,320 16,320 156 0.0724
2019-02-22 2018-03-31 13F/A-1 Valley National Bancorp COM 919794107 0 -4,766 -100.00 0 -100.00
2019-02-21 2017-12-31 13F/A-1 VALLEY NATL BANCORP COM 919794107 4,766 4,766 53 0.0451
2018-02-15 2017-12-31 13F Valley National Bancorp COM 919794107 4,766 53
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.