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BFC Planning, Inc.’s Vale VALE Stock Holding History

BFC Planning, Inc.’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 		$192K Hold
12,757
– – 0.01% 947
2026
Q1 		$203K Buy
12,757
+970
+8% +$15.1K 0.01% 869
2025
Q4 		$154K Buy
11,787
+1,330
+13% +$16.2K 0.01% 972
2025
Q3 		$114K Buy
10,457
+1,019
+11% +$10.4K 0.01% 877
2025
Q2 		$91.6K Sell
9,438
-1,371
-13% -$12.9K 0.01% 920
2025
Q1 		$108K Buy
10,809
+1,356
+14% +$12.8K 0.01% 830
2024
Q4 		$83.8K Buy
+9,453
New +$96.2K 0.01% 937

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 $83.2B AUM 35.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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 $348B AUM 26.9% 1-Year Est. Return

BFC Planning, Inc.'s VALE Position: Q2 2026 in Review

BFC Planning, Inc. held its Vale (VALE) position steady in Q2 2026 at 12,757 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #947.

BFC Planning, Inc. first reported a position in VALE in Q4 2024 and has held it in 7 quarters since. The position peaked at $203K in Q1 2026. 549 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • BFC Planning, Inc. held 12,757 shares of Vale worth $192K as of Q2 2026.
  • BFC Planning, Inc. left its Vale share count unchanged in Q2 2026.
  • Vale made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #947 holding.
  • BFC Planning, Inc. first reported a position in Vale in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Vale position peaked at $203K in Q1 2026.
  • 549 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.