Valley National Bancorp
US ˙ NasdaqGS ˙ US9197941076

SecurityVLY / Valley National Bancorp
InstitutionCornerstone Wealth Group, LLC
Latest Disclosed Ownership29,194 shares
Latest Disclosed Value $ 391,200
Cornerstone Wealth Group, LLC reports 0.00% increase in ownership of VLY / Valley National Bancorp

On April 22, 2026 - Cornerstone Wealth Group, LLC filed a 13F-HR form disclosing ownership of 29,194 shares of Valley National Bancorp (US:VLY) valued at $358,502 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 29,193 shares of Valley National Bancorp. This represents a change in shares of 0.00% during the quarter. The current value of the position is $391,492 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)
2026-04-22 2026-03-31 13F VALLEY NATL BANCORP COM 919794107 29,194 1 0.00 391 15.00 0.0250
2026-01-26 2025-12-31 13F VALLEY NATL BANCORP COM 919794107 29,193 -9,217 -24.00 341 -16.46 0.0233
2025-10-30 2025-09-30 13F VALLEY NATL BANCORP COM 919794107 38,410 0 0.00 407 18.66 0.0275
2025-07-28 2025-06-30 13F VALLEY NATL BANCORP COM 919794107 38,410 59 0.15 343 0.88 0.0257
2025-04-23 2025-03-31 13F VALLEY NATL BANCORP COM 919794107 38,351 -29,054 -43.10 341 -44.26 0.0282
2025-01-22 2024-12-31 13F VALLEY NATL BANCORP COM 919794107 67,405 58 0.09 611 0.00 0.0498
2024-10-25 2024-09-30 13F VALLEY NATL BANCORP COM 919794107 67,347 0 0.00 610 29.79 0.0505
2024-07-24 2024-06-30 13F VALLEY NATL BANCORP COM 919794107 67,347 4,040 6.38 470 -6.56 0.0418
2024-04-17 2024-03-31 13F VALLEY NATL BANCORP COM 919794107 63,307 63,307 504 0.0463
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.