Valley National Bancorp
US ˙ NasdaqGS ˙ US9197941076

SecurityVLY / Valley National Bancorp
InstitutionModera Wealth Management, LLC
Latest Disclosed Ownership11,482 shares
Latest Disclosed Value $ 140,999
Modera Wealth Management, LLC reports 21.18% decrease in ownership of VLY / Valley National Bancorp

On May 6, 2026 - Modera Wealth Management, LLC filed a 13F-HR form disclosing ownership of 11,482 shares of Valley National Bancorp (US:VLY) valued at $140,999 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 14,568 shares of Valley National Bancorp. This represents a change in shares of -21.18% during the quarter. The current value of the position is $158,337 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-06 2026-03-31 13F VALLEY NATL BANCORP COM 919794107 11,482 -3,086 -21.18 141 -17.65 0.0017
2026-01-21 2025-12-31 13F VALLEY NATL BANCORP COM 919794107 14,568 61 0.42 170 11.11 0.0020
2025-10-31 2025-09-30 13F VALLEY NATL BANCORP COM 919794107 14,507 0 0.00 154 18.60 0.0018
2025-08-06 2025-06-30 13F VALLEY NATL BANCORP COM 919794107 14,507 3 0.02 130 0.78 0.0016
2025-05-08 2025-03-31 13F VALLEY NATL BANCORP COM 919794107 14,504 -2,969 -16.99 129 -18.99 0.0017
2025-02-06 2024-12-31 13F VALLEY NATL BANCORP COM 919794107 17,473 106 0.61 158 0.64 0.0019
2024-10-24 2024-09-30 13F VALLEY NATL BANCORP COM 919794107 17,367 0 0.00 157 29.75 0.0020
2024-07-29 2024-06-30 13F VALLEY NATL BANCORP COM 919794107 17,367 -4,356 -20.05 121 -29.65 0.0018
2024-05-14 2024-03-31 13F VALLEY NATL BANCORP COM 919794107 21,723 4,235 24.22 173 -8.99 0.0026
2024-02-14 2023-12-31 13F VALLEY NATL BANCORP COM 919794107 17,488 204 1.18 190 28.57 0.0031
2023-11-30 2023-09-30 13F/A-1 VALLEY NATL BANCORP COM 919794107 17,284 0 0.00 148 10.53 0.0028
2023-11-01 2023-09-30 13F VALLEY NATL BANCORP COM 919794107 17,284 0 148 0.0028
2023-08-07 2023-06-30 13F VALLEY NATL BANCORP COM 919794107 17,284 17,284 134 0.0024
2022-05-03 2022-03-31 13F VALLEY NATL BANCORP COM 919794107 0 -19,215 -100.00 0 -100.00
2022-02-04 2021-12-31 13F VALLEY NATL BANCORP COM 919794107 19,215 19,215 264 0.0101
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.