LF
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LifeSteps Financial’s Vale VALE Stock Holding History

LifeSteps Financial’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 		$4.47K Buy
+297
New +$4.84K ﹤0.01% 557
2024
Q2 		– Sell
-670
Closed -$8.17K – 390
2024
Q1 		$8.17K Buy
+670
New +$9.04K 0.01% 311

Other funds holding VALE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

LifeSteps Financial's VALE Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vale (VALE) in Q2 2026: 297 shares worth $4.47K. The stake represents ﹤0.01% of the portfolio and ranks #557 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in VALE as recently as Q1 2024.

LifeSteps Financial first reported a position in VALE in Q1 2024 and has held it in 2 quarters since. The position peaked at $8.17K in Q1 2024. 76 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • LifeSteps Financial held 297 shares of Vale worth $4.47K as of Q2 2026.
  • Vale was a new LifeSteps Financial position in Q2 2026.
  • Vale made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #557 holding.
  • LifeSteps Financial first reported a position in Vale in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Vale position peaked at $8.17K in Q1 2024.
  • 76 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.