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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
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

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 $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $336B AUM 34.66% 1-Year Est. Return

Independent Financial Group's VALE Position: Q2 2026 in Review

Independent Financial Group reduced its Vale (VALE) stake by 26% in Q2 2026, selling an estimated $120K and leaving 20,669 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #1224.

Independent Financial Group first reported a position in VALE in Q4 2021 and has held it in 15 quarters since. The position peaked at $446K in Q1 2026. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Independent Financial Group held 20,669 shares of Vale worth $311K as of Q2 2026.
  • Independent Financial Group sold 7,344 Vale shares in Q2 2026, an estimated $120K.
  • Vale made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1224 holding.
  • Independent Financial Group first reported a position in Vale in Q4 2021 and has held it in 15 quarters since.
  • Independent Financial Group's Vale position peaked at $446K in Q1 2026.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

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