Farther Finance Advisors’s Valaris VAL Stock Holding History

Farther Finance Advisors’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	$674K	Sell	6,991 -10,437	-60%	-$813K	0.01%	1203
2025 Q4	$878K	Buy	17,428 +4,664	+37%	+$250K	0.01%	961
2025 Q3	$623K	Buy	12,764 +2,157	+20%	+$105K	0.01%	958
2025 Q2	$447K	Sell	10,607 -5,980	-36%	-$225K	0.01%	963
2025 Q1	$674K	Buy	16,587 +16,476	+14,843%	+$706K	0.02%	655
2024 Q4	$4.91K	Buy	111 +27	+32%	+$1.3K	﹤0.01%	2671
2024 Q3	$4.68K	Sell	84 -6	-7%	-$393	﹤0.01%	2674
2024 Q2	$6.47K	Buy	90 +21	+30%	+$1.52K	﹤0.01%	2275
2024 Q1	$5.09K	Sell	69 -6	-8%	-$402	﹤0.01%	2060
2023 Q4	$5.14K	Buy	75 +20	+36%	+$1.37K	﹤0.01%	1955
2023 Q3	$4.12K	Hold	55	–	–	﹤0.01%	1581
2023 Q2	$3.46K	Hold	55	–	–	﹤0.01%	1556
2023 Q1	$3.58K	Hold	55	–	–	﹤0.01%	1439
2022 Q4	$3.72K	Buy	+55	New	+$3.43K	﹤0.01%	1262

Other funds holding VAL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Lingotto Investment Management London, United Kingdom $5.04B AUM 91.14% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $761B AUM 31.28% 1-Year Est. Return

American Century Companies

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