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Fiduciary Financial Group’s Vale VALE Stock Holding History

Fiduciary Financial Group’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
2025
Q2 		– Sell
-29,812
Closed -$265K – 319
2025
Q1 		$265K Buy
29,812
+3,173
+12% +$30K 0.06% 213
2024
Q4 		$226K Buy
+26,639
New +$271K 0.05% 249

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Fiduciary Financial Group's VALE Position: Q2 2025 in Review

Fiduciary Financial Group sold out of Vale (VALE) in Q2 2025, closing a stake of 29,812 shares — an estimated $265K sold.

Fiduciary Financial Group first reported a position in VALE in Q4 2024 and held it in 2 quarters. The position peaked at $265K in Q1 2025. 474 funds tracked by Wall St. Rank hold VALE as of Q2 2025.

  • Fiduciary Financial Group reported no remaining Vale position as of Q2 2025 after selling out during the quarter.
  • Fiduciary Financial Group sold 29,812 Vale shares in Q2 2025, an estimated $265K.
  • Fiduciary Financial Group first reported a position in Vale in Q4 2024 and held it in 2 quarters.
  • Fiduciary Financial Group's Vale position peaked at $265K in Q1 2025.
  • 474 funds tracked by Wall St. Rank held Vale as of Q2 2025.

Based on Fiduciary Financial Group's 13F filing for Q2 2025, filed 3 Jul 2025.