Farther Finance Advisors’s Vale VALE Stock Holding History

Farther Finance Advisors’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 Q1	$778K	Buy	48,475 +15,466	+47%	+$241K	0.01%	1132
2025 Q4	$430K	Buy	33,009 +11,081	+51%	+$135K	﹤0.01%	1411
2025 Q3	$238K	Buy	21,928 +11,910	+119%	+$122K	﹤0.01%	1515
2025 Q2	$97.3K	Buy	10,018 +895	+10%	+$8.43K	﹤0.01%	1777
2025 Q1	$92.1K	Sell	9,123 -743	-8%	-$7.02K	﹤0.01%	1586
2024 Q4	$87.5K	Buy	9,866 +1,007	+11%	+$10.2K	﹤0.01%	1368
2024 Q3	$103K	Sell	8,859 -30,549	-78%	-$328K	﹤0.01%	1290
2024 Q2	$441K	Sell	39,408 -2,453	-6%	-$29.5K	0.02%	521
2024 Q1	$507K	Buy	41,861 +15,292	+58%	+$206K	0.03%	390
2023 Q4	$421K	Buy	26,569 +23,707	+828%	+$340K	0.03%	386
2023 Q3	$38.4K	Buy	+2,862	New	+$39K	0.01%	861

Other funds holding VALE

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return