Kestra Advisory Services
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Kestra Advisory Services’s Vale VALE Stock Holding History

Kestra Advisory Services’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 		$816K Buy
60,875
+4,880
+9% +$71K ﹤0.01% 2105
2026
Q2 		$842K Buy
55,995
+210
+0.4% +$3.42K ﹤0.01% 1960
2026
Q1 		$888K Sell
55,785
-109,282
-66% -$1.71M ﹤0.01% 1816
2025
Q4 		$2.15M Buy
165,067
+11,488
+7% +$140K 0.01% 1166
2025
Q3 		$1.67M Buy
153,579
+105,872
+222% +$1.08M 0.01% 1260
2025
Q2 		$463K Sell
47,707
-4,984
-9% -$46.9K ﹤0.01% 2022
2025
Q1 		$526K Sell
52,691
-3,354
-6% -$31.7K ﹤0.01% 1789
2024
Q4 		$497K Buy
56,045
+3,666
+7% +$37.3K ﹤0.01% 1875
2024
Q3 		$612K Sell
52,379
-36,617
-41% -$393K ﹤0.01% 1637
2024
Q2 		$994K Buy
88,996
+9,075
+11% +$109K 0.01% 1322
2024
Q1 		$974K Buy
79,921
+16,158
+25% +$218K 0.01% 1259
2023
Q4 		$1.01M Buy
63,763
+5,167
+9% +$74.1K 0.01% 1110
2023
Q3 		$785K Buy
58,596
+19,597
+50% +$267K 0.01% 1117
2023
Q2 		$523K Sell
38,999
-7,077
-15% -$100K 0.01% 1299
2023
Q1 		$727K Sell
46,076
-16,757
-27% -$284K 0.01% 1089
2022
Q4 		$1.07M Buy
62,833
+5,720
+10% +$86K 0.01% 1027
2022
Q3 		$761K Sell
57,113
-2,943
-5% -$38.7K 0.01% 1097
2022
Q2 		$879K Buy
60,056
+12,700
+27% +$217K 0.01% 1033
2022
Q1 		$947K Buy
47,356
+9,754
+26% +$169K 0.01% 990
2021
Q4 		$527K Sell
37,602
-120,009
-76% -$1.59M 0.01% 1290
2021
Q3 		$2.2M Buy
157,611
+41,801
+36% +$820K 0.02% 665
2021
Q2 		$2.64M Buy
115,810
+82,482
+247% +$1.72M 0.03% 550
2021
Q1 		$579K Buy
+33,328
New +$582K 0.01% 1120

Other funds holding VALE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Kestra Advisory Services's VALE Position: Q3 2026 in Review

Kestra Advisory Services increased its Vale (VALE) stake by 8.7% in Q3 2026, buying an estimated $71K and bringing the position to 60,875 shares worth $816K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Kestra Advisory Services first reported a position in VALE in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.64M in Q2 2021. 283 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Kestra Advisory Services held 60,875 shares of Vale worth $816K as of Q3 2026.
  • Kestra Advisory Services bought 4,880 Vale shares in Q3 2026, an estimated $71K.
  • Vale made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2105 holding.
  • Kestra Advisory Services first reported a position in Vale in Q1 2021 and has held it in 23 quarters since.
  • Kestra Advisory Services's Vale position peaked at $2.64M in Q2 2021.
  • 283 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.