JFS Wealth Advisors’s Valaris VAL Stock Holding History

JFS Wealth Advisors’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 Q3	$2.75K	Buy	35 +6	+21%	+$489	﹤0.01%	1483
2026 Q2	$2.11K	Sell	29 -3	-9%	-$279	﹤0.01%	1597
2026 Q1	$3.14K	Hold	32	–	–	﹤0.01%	1365
2025 Q4	$1.61K	Buy	32 +24	+300%	+$1.29K	﹤0.01%	1610
2025 Q3	$391	Buy	+8	New	+$390	﹤0.01%	1794
2024 Q4	–	Sell	-4	Closed	-$223	–	1996
2024 Q3	$223	Sell	4 -8	-67%	-$524	﹤0.01%	1860
2024 Q2	$894	Buy	12 +11	+1,100%	+$797	﹤0.01%	1690
2024 Q1	$76	Sell	1 -1	-50%	-$67	﹤0.01%	1962
2023 Q4	$138	Buy	+2	New	+$137	﹤0.01%	1937

Other funds holding VAL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JFS Wealth Advisors's VAL Position: Q3 2026 in Review

JFS Wealth Advisors increased its Valaris (VAL) stake by 21% in Q3 2026, buying an estimated $489 and bringing the position to 35 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

JFS Wealth Advisors first reported a position in VAL in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.14K in Q1 2026. 208 funds tracked by Wall St. Rank hold VAL as of Q3 2026.

JFS Wealth Advisors held 35 shares of Valaris worth $2.75K as of Q3 2026.
JFS Wealth Advisors bought 6 Valaris shares in Q3 2026, an estimated $489.
Valaris made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1483 holding.
JFS Wealth Advisors first reported a position in Valaris in Q4 2023 and has held it in 9 quarters since.
JFS Wealth Advisors's Valaris position peaked at $3.14K in Q1 2026.
208 funds tracked by Wall St. Rank held Valaris as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.