Jones Financial Companies
VALE icon

Jones Financial Companies’s Vale VALE Stock Holding History

Jones Financial Companies’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
Q1 		$6.47M Buy
430,599
+379,400
+741% +$5.92M ﹤0.01% 980
2025
Q4 		$667K Buy
51,199
+4,230
+9% +$51.4K ﹤0.01% 1392
2025
Q3 		$503K Buy
46,969
+18,492
+65% +$189K ﹤0.01% 1396
2025
Q2 		$277K Sell
28,477
-5,721
-17% -$53.9K ﹤0.01% 1522
2025
Q1 		$343K Buy
34,198
+8,549
+33% +$80.8K ﹤0.01% 1285
2024
Q4 		$228K Sell
25,649
-4,412
-15% -$44.9K ﹤0.01% 1298
2024
Q3 		$354K Buy
30,061
+14,293
+91% +$153K ﹤0.01% 944
2024
Q2 		$176K Buy
15,768
+15,393
+4,105% +$185K ﹤0.01% 874
2024
Q1 		$4.57K Buy
+375
New +$5.06K ﹤0.01% 1180
2022
Q1 		– Sell
-426
Closed -$6K – 843
2021
Q4 		$6K Sell
426
-394
-48% -$5.23K ﹤0.01% 632
2021
Q3 		$11K Sell
820
-295
-26% -$5.79K ﹤0.01% 491
2021
Q2 		$25K Buy
1,115
+426
+62% +$8.91K ﹤0.01% 379
2021
Q1 		$12K Buy
689
+394
+134% +$6.88K ﹤0.01% 519
2020
Q4 		$5K Buy
+295
New +$3.93K ﹤0.01% 511

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies's VALE Position: Q1 2026 in Review

Jones Financial Companies increased its Vale (VALE) stake by 741% in Q1 2026, buying an estimated $5.92M and bringing the position to 430,599 shares worth $6.47M. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Jones Financial Companies first reported a position in VALE in Q4 2020 and has held it in 14 quarters since. 553 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • Jones Financial Companies held 430,599 shares of Vale worth $6.47M as of Q1 2026.
  • Jones Financial Companies bought 379,400 Vale shares in Q1 2026, an estimated $5.92M.
  • Vale made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #980 holding.
  • Jones Financial Companies first reported a position in Vale in Q4 2020 and has held it in 14 quarters since.
  • 553 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.