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Greater Midwest Financial Group’s Vale VALE Stock Holding History

Greater Midwest 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
2026
Q2 		$2.87M Buy
190,862
+3,967
+2% +$64.6K 1.43% 25
2026
Q1 		$2.97M Buy
+186,895
New +$2.92M 1.6% 21

Other funds holding VALE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Greater Midwest Financial Group's VALE Position: Q2 2026 in Review

Greater Midwest Financial Group increased its Vale (VALE) stake by 2.1% in Q2 2026, buying an estimated $64.6K and bringing the position to 190,862 shares worth $2.87M. The position accounts for 1.43% of the portfolio, ranked #25.

Greater Midwest Financial Group first reported a position in VALE in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.97M in Q1 2026. 113 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Greater Midwest Financial Group held 190,862 shares of Vale worth $2.87M as of Q2 2026.
  • Greater Midwest Financial Group bought 3,967 Vale shares in Q2 2026, an estimated $64.6K.
  • Vale made up 1.43% of Greater Midwest Financial Group's portfolio in Q2 2026, its #25 holding.
  • Greater Midwest Financial Group first reported a position in Vale in Q1 2026 and has held it in 2 quarters since.
  • Greater Midwest Financial Group's Vale position peaked at $2.97M in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.