Valley National Bancorp
US ˙ NasdaqGS ˙ US9197941076

SecurityVLY / Valley National Bancorp
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership19,302 shares
Latest Disclosed Value $ 237,029
Pinnacle Associates Ltd reports 0.08% decrease in ownership of VLY / Valley National Bancorp

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 19,302 shares of Valley National Bancorp (US:VLY) valued at $237,029 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 19,317 shares of Valley National Bancorp. This represents a change in shares of -0.08% during the quarter. The current value of the position is $258,840 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)
2026-04-21 2026-03-31 13F VALLEY NATL BANCORP COM 919794107 19,302 -15 -0.08 237 5.33 0.0030
2026-02-05 2025-12-31 13F VALLEY NATL BANCORP COM 919794107 19,317 307 1.61 226 11.94 0.0029
2025-11-13 2025-09-30 13F VALLEY NATL BANCORP COM 919794107 19,010 -900 -4.52 202 13.56 0.0027
2025-08-04 2025-06-30 13F VALLEY NATL BANCORP COM 919794107 19,910 55 0.28 178 0.57 0.0026
2025-05-06 2025-03-31 13F VALLEY NATL BANCORP COM 919794107 19,855 -20,900 -51.28 177 -52.30 0.0026
2025-02-14 2024-12-31 13F VALLEY NATL BANCORP COM 919794107 40,755 -637 -1.54 369 -17.82 0.0050
2024-10-25 2024-09-30 13F VALLEY NATL BANCORP COM 919794107 41,392 637 1.56 450 58.10 0.0076
2024-07-30 2024-06-30 13F VALLEY NATL BANCORP COM 919794107 40,755 -637 -1.54 284 -13.68 0.0045
2024-04-26 2024-03-31 13F VALLEY NATL BANCORP COM 919794107 41,392 0 0.00 329 -26.73 0.0052
2024-01-19 2023-12-31 13F VALLEY NATL BANCORP COM 919794107 41,392 -20,000 -32.58 450 -14.48 0.0076
2023-10-24 2023-09-30 13F VALLEY NATL BANCORP COM 919794107 61,392 0 0.00 526 10.53 0.0098
2023-07-27 2023-06-30 13F VALLEY NATL BANCORP COM 919794107 61,392 -12,265 -16.65 476 -30.15 0.0083
2023-05-05 2023-03-31 13F VALLEY NATL BANCORP COM 919794107 73,657 0 0.00 681 -18.37 0.0139
2023-02-01 2022-12-31 13F/A-1 VALLEY NATL BANCORP COM 919794107 73,657 -1,500 -2.00 833 2.59 0.0182
2023-01-25 2022-12-31 13F VALLEY NATL BANCORP COM 919794107 75,157 0 947 0.0000
2022-11-01 2022-09-30 13F VALLEY NATL BANCORP COM 919794107 75,157 637 0.85 812 4.64 0.0186
2022-08-02 2022-06-30 13F VALLEY NATL BANCORP COM 919794107 74,520 0 0.00 776 -20.00 0.0169
2022-05-05 2022-03-31 13F VALLEY NATL BANCORP COM 919794107 74,520 -3,000 -3.87 970 -9.01 0.0172
2022-02-02 2021-12-31 13F VALLEY NATL BANCORP COM 919794107 77,520 12,265 18.80 1,066 22.67 0.0184
2021-10-19 2021-09-30 13F VALLEY NATL BANCORP COM 919794107 65,255 1,500 2.35 869 1.52 0.0160
2021-08-02 2021-06-30 13F VALLEY NATL BANCORP COM 919794107 63,755 0 0.00 856 -2.28 0.0155
2021-05-12 2021-03-31 13F VALLEY NATL BANCORP COM 919794107 63,755 -3,600 -5.34 876 33.33 0.0167
2021-01-26 2020-12-31 13F VALLEY NATL BANCORP COM 919794107 67,355 -1,100 -1.61 657 40.09 0.0133
2020-10-23 2020-09-30 13F VALLEY NATL BANCORP COM 919794107 68,455 -200 -0.29 469 -12.66 0.0111
2020-08-14 2020-06-30 13F VALLEY NATL BANCORP COM 919794107 68,655 0 0.00 537 6.97 0.0132
2020-05-13 2020-03-31 13F VALLEY NATL BANCORP COM 919794107 68,655 11,491 20.10 502 -23.36 0.0152
2020-02-03 2019-12-31 13F VALLEY NATL BANCORP COM 919794107 57,164 0 0.00 655 5.48 0.0143
2019-11-08 2019-09-30 13F VALLEY NATL BANCORP COM 919794107 57,164 0 0.00 621 0.81 0.0146
2019-08-05 2019-06-30 13F VALLEY NATL BANCORP COM 919794107 57,164 0 0.00 616 12.41 0.0144
2019-05-10 2019-03-31 13F VALLEY NATL BANCORP COM 919794107 57,164 0 0.00 548 7.87 0.0124
2019-02-05 2018-12-31 13F VALLEY NATL BANCORP COM 919794107 57,164 0 0.00 508 -21.00 0.0131
2018-11-09 2018-09-30 13F VALLEY NATL BANCORP COM 919794107 57,164 0 0.00 643 -7.48 0.0133
2018-08-08 2018-06-30 13F VALLEY NATL BANCORP COM 919794107 57,164 0 0.00 695 -2.39 0.0143
2018-05-11 2018-03-31 13F VALLEY NATL BANCORP COM 919794107 57,164 0 0.00 712 11.08 0.0140
2018-02-12 2017-12-31 13F VALLEY NATL BANCORP COM 919794107 57,164 -1,100 -1.89 641 -8.69 0.0123
2017-11-13 2017-09-30 13F VALLEY NATL BANCORP COM 919794107 58,264 -6,650 -10.24 702 -8.47 0.0129
2017-08-09 2017-06-30 13F VALLEY NATL BANCORP COM 919794107 64,914 225 0.35 767 0.52 0.0147
2017-05-09 2017-03-31 13F VALLEY NATL BANCORP COM 919794107 64,689 0 0.00 763 1.33 0.0146
2017-02-10 2016-12-31 13F VALLEY NATL BANCORP COM 919794107 64,689 -19,600 -23.25 753 -8.17 0.0152
2016-11-14 2016-09-30 13F VALLEY NATL BANCORP COM 919794107 84,289 -4,586 -5.16 820 1.11 0.0164
2016-08-15 2016-06-30 13F VALLEY NATL BANCORP COM 919794107 88,875 -225 -0.25 811 -4.59 0.0175
2016-05-13 2016-03-31 13F VALLEY NATL BANCORP COM 919794107 89,100 -10,070 -10.15 850 -13.00 0.0182
2016-02-11 2015-12-31 13F/A-1 VALLEY NATL BANCORP COM 919794107 99,170 -300 -0.30 977 -0.20 0.0205
2016-02-09 2015-12-31 13F VALLEY NATL BANCORP COM 919794107 99,170 -300 977 0.0209
2015-11-10 2015-09-30 13F VALLEY NATL BANCORP COM 919794107 99,470 -15,705 -13.64 979 -17.52 0.0217
2015-08-12 2015-06-30 13F VALLEY NATL BANCORP COM 919794107 115,175 26,375 29.70 1,187 41.65 0.0220
2015-05-15 2015-03-31 13F Valley National Bancorp COM 919794107 88,800 -900 -1.00 838 -3.79 0.0156
2015-02-12 2014-12-31 13F Valley National Bancorp COM 919794107 89,700 0 0.00 871 0.23 0.0171
2014-11-12 2014-09-30 13F Valley National Bancorp COM 919794107 89,700 0 0.00 869 -2.25 0.0177
2014-08-14 2014-06-30 13F Valley National Bancorp COM 919794107 89,700 50 0.06 889 -4.72 0.0174
2014-05-14 2014-03-31 13F Valley National Bancorp COM 919794107 89,650 4,200 4.92 933 7.86 0.0182
2014-02-12 2013-12-31 13F Valley National Bancorp COM 919794107 85,450 74,600 687.56 865 700.93 0.0169
2013-11-14 2013-09-30 13F Valley National Bancorp COM 919794107 10,850 0 0.00 108 4.85 0.0022
2013-08-13 2013-06-30 13F Valley National Bancorp COM 919794107 10,850 10,850 103 0.0023
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.