Cross-institution positioning
Mar 27, 2026Reduction leaning. 2 accumulating, 2 reducing across 4 comparable institutions.
Source: Schedule 13 researchVLY Institutional Ownership
VALLEY NATIONAL BANCORP
Latest stored close $12.62 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
46/100
4 tracked · 4 comparable
Latest filing
Mar 27, 2026
Positive breadth
2 positive · 2 negative
Recent close
$12.62
Research confidence
Limited
Institutional Research 24/100 · 2 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing Mar 27, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating2
Newly reported0
Reducing / exited
2
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 46/100
Confidence:Limited
Why this signal
- 2 tracked institutions accumulating versus 2 reducing/exited.
- 1 tracked institution recently reversed from reducing to accumulating.
- 1 tracked institution shows persistent accumulation.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Comparable SEC fundamentals are improving.
Conflicting evidence
- Institutions are reducing while comparable SEC fundamentals are improving.
Institutional
38/100
Insiders
50/100
Fundamentals
70/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Oct 1, 2026Recent Forms 3/4/5 activity is available, with no non-amendment non-derivative SEC-coded P/S transactions in the rolling 90-day window. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Sep 28, 20263 non-amendment material events in the last 90 days; 1 capital-related filing/event (1 equity-related, 0 debt-related); Latest classified evidence: Unregistered sale of equity securities. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 6, 2026Net income +28.3% YoY; Free cash flow +171.1% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 75% through its reported 52-week range; +29.6% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Vanguard Group.
Filed Mar 27, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Mar 27, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Dimensional Fund Advisors
Filed Oct 31, 2024
Direction locked
BlackRock
Filed Jan 23, 2024
Direction locked
Vanguard Group
Filed Mar 27, 2026
Direction locked
State Street
Filed Nov 10, 2025
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Dimensional Fund Advisors
Filed Oct 31, 2024
BlackRock
Filed Jan 23, 2024
Vanguard Group
Filed Mar 27, 2026
State Street
Filed Nov 10, 2025
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth0
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | SMITH PATRICK D | FTax/price withholding or payment | Common Stock | 15.6K | $12.62 | Direct | Oct 5, 2026 |
| Aug 3, 2026 | LAN TRAVIS | FTax/price withholding or payment | Common Stock | 4.9K | $14.29 | Direct | Aug 4, 2026 |
| Aug 3, 2026 | SAEGER MARK | FTax/price withholding or payment | Common Stock | 5.5K | $14.29 | Direct | Aug 4, 2026 |
| Jul 1, 2026 | REGAN JOHN P | FTax/price withholding or payment | Common Stock | 4.9K | $14.65 | Direct | Jul 2, 2026 |
| Jul 1, 2026 | SLOAN LYNDSEY M | FTax/price withholding or payment | Common Stock | 3.8K | $14.65 | Direct | Jul 2, 2026 |
| Jun 12, 2026 | CRANDELL MITCHELL L | SOpen-market or private sale | Common Stock | 25.5K | $14.63 | Direct | Jun 15, 2026 |
| May 18, 2026 | WILLIAMS SIDNEY S | AGrant, award, or other acquisition | Common Stock | 8.1K | $0.00 | Direct | May 19, 2026 |
| May 18, 2026 | WILKS JEFFREY S | AGrant, award, or other acquisition | Common Stock | 8.1K | $0.00 | Direct | May 19, 2026 |
| May 18, 2026 | VAZQUEZ CARLOS J | AGrant, award, or other acquisition | Common Stock | 8.1K | $0.00 | Direct | May 19, 2026 |
| May 18, 2026 | Steans Jennifer W | AGrant, award, or other acquisition | Common Stock | 8.1K | $0.00 | Direct | May 19, 2026 |
| May 18, 2026 | SCHULTZ MELISSA J | AGrant, award, or other acquisition | Common Stock | 8.1K | $0.00 | Direct | May 19, 2026 |
| May 18, 2026 | SANI SURESH L | AGrant, award, or other acquisition | Common Stock | 8.1K | $0.00 | Direct | May 19, 2026 |
| May 18, 2026 | SANDOR NITZAN | AGrant, award, or other acquisition | Common Stock | 8.1K | $0.00 | Direct | May 19, 2026 |
| May 18, 2026 | PERROTT KATHLEEN C | AGrant, award, or other acquisition | Common Stock | 8.1K | $0.00 | Direct | May 19, 2026 |
| May 18, 2026 | MAIO PETER V | AGrant, award, or other acquisition | Common Stock | 8.1K | $0.00 | Direct | May 19, 2026 |
| May 18, 2026 | EFRAT EYAL | AGrant, award, or other acquisition | Common Stock | 8.1K | $0.00 | Direct | May 19, 2026 |
| Apr 27, 2026 | BARRETT RUSSELL | MExercise or conversion of derivative · derivative | Stock Option/NQ | 90.5K | $0.00 | Direct | Apr 28, 2026 |
| Apr 27, 2026 | BARRETT RUSSELL | SOpen-market or private sale | Common Stock | 90.5K | $13.54 | Direct | Apr 28, 2026 |
| Apr 27, 2026 | BARRETT RUSSELL | MExercise or conversion of derivative | Common Stock | 90.5K | $8.47 | Direct | Apr 28, 2026 |
| Apr 1, 2026 | Martocci Gino A. | FTax/price withholding or payment | Common Stock | 3.8K | $12.28 | Direct | Apr 2, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events1
90-day capital-related1
90-day equity-related1
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Sep 28, 2026 | 8-K | 3.02, 7.01, 9.01 | Unregistered sale of equity securities; Regulation FD disclosure; Financial statements / exhibits | Equity | Filing |
| Aug 25, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Jul 23, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| May 18, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| May 14, 2026 | 8-K | 1.01, 2.03, 8.01, 9.01 | Material definitive agreement; New direct financial obligation; Other event; Financial statements / exhibits | Debt | Filing |
| May 13, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| May 11, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| May 7, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Apr 23, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Feb 25, 2026 | 8-K/AAmendment | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Feb 24, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Jan 29, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Net income
$170.9M
Q2 2026
+28.3% YoY 10-Q filed Aug 6, 2026
Diluted EPS
$0.29
Q2 2026
+31.8% YoY 10-Q filed Aug 6, 2026
Operating cash flow
$373.2M
YTD through Jun 30, 2026
+162.7% YoY 10-Q filed Aug 6, 2026
Free cash flow
$368.4M
YTD through Jun 30, 2026
+171.1% YoY 10-Q filed Aug 6, 2026
Assets
$66.3B
As of Jun 30, 2026
+5.8% YoY 10-Q filed Aug 6, 2026
Liabilities
$58.4B
As of Jun 30, 2026
+5.9% YoY 10-Q filed Aug 6, 2026
Stockholders’ equity
$7.9B
As of Jun 30, 2026
+4.5% YoY 10-Q filed Aug 6, 2026
Shares outstanding
552.6M
As of Aug 5, 2026
-1.3% YoY 10-Q filed Aug 6, 2026
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$13.80
View live quote ↗
52-week low
$9.64
Oct 16, 2025
52-week high
$15.20
Jul 16, 2026
Below 52-week high
9.2%
1W return
-0.9%
1M return
-8.1%
3M return
-3.4%
6M return
+17.3%
YTD return
+18.2%
1Y return
+29.6%
30-day volatility
20.9%
90-day volatility
21.5%
1Y max drawdown
-14.4%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 16 filing(s) · 13 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 27, 2026 filed · 14d Schedule 13G amendment | Reported reduction | 11 -45.6M | 12.00% +3.01 pts | $11.76 | $11.95 | $12.62 |
| State Street CIK0000093751 | Sep 30, 2025 observed Nov 10, 2025 filed · 41d Initial Schedule 13G | Initial Schedule 13G | 27.6M -2.8M | 12.00% 0.00 pts | $10.60 | $11.02 | $12.62 |
| State Street CIK0000093751 | Dec 31, 2024 observed Feb 5, 2025 filed · 36d Initial Schedule 13G | Initial Schedule 13G | 30.4M | 12.00% | $9.06 | $10.36 | $12.62 |
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