IFG
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Independent Financial Group’s Vale VALE Stock Holding History

Independent 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
Q3 		$259K Sell
19,322
-1,347
-7% -$19.6K ﹤0.01% 1370
2026
Q2 		$311K Sell
20,669
-7,344
-26% -$120K 0.01% 1224
2026
Q1 		$446K Sell
28,013
-1,765
-6% -$27.6K 0.01% 988
2025
Q4 		$388K Buy
29,778
+12,858
+76% +$156K 0.01% 1024
2025
Q3 		$184K Sell
16,920
-5,544
-25% -$56.6K ﹤0.01% 1303
2025
Q2 		$218K Sell
22,464
-6,875
-23% -$64.8K 0.01% 1187
2025
Q1 		$293K Buy
29,339
+8,968
+44% +$84.7K 0.01% 945
2024
Q4 		$181K Buy
20,371
+2,171
+12% +$22.1K 0.01% 1109
2024
Q3 		$213K Buy
18,200
+1,721
+10% +$18.5K 0.01% 1046
2024
Q2 		$184K Buy
16,479
+2,258
+16% +$27.2K 0.01% 1033
2024
Q1 		$173K Buy
14,221
+84
+0.6% +$1.13K 0.01% 970
2023
Q4 		$224K Buy
+14,137
New +$203K 0.01% 848
2023
Q2 		– Sell
-10,603
Closed -$167K – 930
2023
Q1 		$167K Sell
10,603
-5,662
-35% -$95.9K 0.01% 784
2022
Q4 		$276K Buy
16,265
+4,000
+33% +$60.1K 0.02% 584
2022
Q3 		$163K Buy
+12,265
New +$161K 0.01% 683
2022
Q1 		– Sell
-13,278
Closed -$186K – 860
2021
Q4 		$186K Buy
+13,278
New +$176K 0.02% 742

Other funds holding VALE

GMFG
Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCM
Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

Independent Financial Group's VALE Position: Q3 2026 in Review

Independent Financial Group reduced its Vale (VALE) stake by 6.5% in Q3 2026, selling an estimated $19.6K and leaving 19,322 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Independent Financial Group first reported a position in VALE in Q4 2021 and has held it in 16 quarters since. The position peaked at $446K in Q1 2026. 26 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Independent Financial Group held 19,322 shares of Vale worth $259K as of Q3 2026.
  • Independent Financial Group sold 1,347 Vale shares in Q3 2026, an estimated $19.6K.
  • Vale made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1370 holding.
  • Independent Financial Group first reported a position in Vale in Q4 2021 and has held it in 16 quarters since.
  • Independent Financial Group's Vale position peaked at $446K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.