B.A. Schrock Wealth Management, Inc.’s Vale VALE Stock Holding History

B.A. Schrock Wealth Management, Inc.’s Portfolio VALE Stock Details VALE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.98M	Buy	+221,748	New	+$3.23M	1.09%	32

Other funds holding VALE

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s VALE Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Vale (VALE) in Q3 2026: 221,748 shares worth $2.98M. The stake represents 1.09% of the portfolio and ranks #32 among its holdings.

46 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 221,748 shares of Vale worth $2.98M as of Q3 2026.
Vale was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Vale made up 1.09% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #32 holding.
46 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.