Merit Financial Group’s Vale VALE Stock Holding History

Merit Financial Group’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	$390K	Buy	25,929 +115	+0.4%	+$1.87K	﹤0.01%	1652
2026 Q1	$411K	Buy	25,814 +1,982	+8%	+$30.9K	﹤0.01%	1485
2025 Q4	$311K	Buy	23,832 +2,699	+13%	+$32.8K	﹤0.01%	1551
2025 Q3	$230K	Buy	21,133 +281	+1%	+$2.87K	﹤0.01%	1586
2025 Q2	$202K	Buy	20,852 +5	+0%	+$47	﹤0.01%	1557
2025 Q1	$208K	Buy	20,847 +6,412	+44%	+$60.6K	﹤0.01%	1283
2024 Q4	$128K	Buy	+14,435	New	+$147K	﹤0.01%	1120

Other funds holding VALE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

Merit Financial Group's VALE Position: Q2 2026 in Review

Merit Financial Group increased its Vale (VALE) stake by 0.45% in Q2 2026, buying an estimated $1.87K and bringing the position to 25,929 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Merit Financial Group first reported a position in VALE in Q4 2024 and has held it in 7 quarters since. The position peaked at $411K in Q1 2026. 92 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Merit Financial Group held 25,929 shares of Vale worth $390K as of Q2 2026.
Merit Financial Group bought 115 Vale shares in Q2 2026, an estimated $1.87K.
Vale made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1652 holding.
Merit Financial Group first reported a position in Vale in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's Vale position peaked at $411K in Q1 2026.
92 funds tracked by Wall St. Rank held Vale as of Q2 2026.

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