Bare Financial Services’s Valaris VAL Stock Holding History

Bare Financial Services’s Portfolio VAL Stock Details VAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.45K	Hold	25	–	–	﹤0.01%	915
2025 Q4	$1.26K	Hold	25	–	–	﹤0.01%	1034
2025 Q3	$1.22K	Hold	25	–	–	﹤0.01%	961
2025 Q2	$1.05K	Buy	+25	New	+$940	﹤0.01%	907

Other funds holding VAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bare Financial Services's VAL Position: Q1 2026 in Review

Bare Financial Services held its Valaris (VAL) position steady in Q1 2026 at 25 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Bare Financial Services first reported a position in VAL in Q2 2025 and has held it in 4 quarters since. 357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

Bare Financial Services held 25 shares of Valaris worth $2.45K as of Q1 2026.
Bare Financial Services left its Valaris share count unchanged in Q1 2026.
Valaris made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #915 holding.
Bare Financial Services first reported a position in Valaris in Q2 2025 and has held it in 4 quarters since.
357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.