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BOK Financial Private Wealth’s Vale VALE Stock Holding History

BOK Financial Private Wealth’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
Q2 		$4.86K Buy
+323
New +$5.26K ﹤0.01% 501
2023
Q2 		– Sell
-149
Closed -$2.35K – 462
2023
Q1 		$2.35K Buy
+149
New +$2.52K ﹤0.01% 413

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BOK Financial Private Wealth's VALE Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Vale (VALE) in Q2 2026: 323 shares worth $4.86K. The stake represents ﹤0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in VALE as recently as Q1 2023.

BOK Financial Private Wealth first reported a position in VALE in Q1 2023 and has held it in 2 quarters since. 542 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • BOK Financial Private Wealth held 323 shares of Vale worth $4.86K as of Q2 2026.
  • Vale was a new BOK Financial Private Wealth position in Q2 2026.
  • Vale made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #501 holding.
  • BOK Financial Private Wealth first reported a position in Vale in Q1 2023 and has held it in 2 quarters since.
  • 542 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.