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 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

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JFS Wealth Advisors's VAL Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Valaris (VAL) stake by 9.4% in Q2 2026, selling an estimated $279 and leaving 29 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

JFS Wealth Advisors first reported a position in VAL in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.14K in Q1 2026. 21 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

JFS Wealth Advisors held 29 shares of Valaris worth $2.11K as of Q2 2026.
JFS Wealth Advisors sold 3 Valaris shares in Q2 2026, an estimated $279.
Valaris made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1597 holding.
JFS Wealth Advisors first reported a position in Valaris in Q4 2023 and has held it in 8 quarters since.
JFS Wealth Advisors's Valaris position peaked at $3.14K in Q1 2026.
21 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.