IAA
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Independent Advisor Alliance’s Valaris VAL Stock Holding History

Independent Advisor Alliance’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 		$208K Buy
+2,117
New +$165K ﹤0.01% 1484

Other funds holding VAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Independent Advisor Alliance's VAL Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Valaris (VAL) in Q1 2026: 2,117 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1484 among its holdings.

357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

  • Independent Advisor Alliance held 2,117 shares of Valaris worth $208K as of Q1 2026.
  • Valaris was a new Independent Advisor Alliance position in Q1 2026.
  • Valaris made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1484 holding.
  • 357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.