MidWestOne Financial Group’s Vale VALE Stock Holding History

MidWestOne 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
2025 Q4	$1.74M	Sell	133,267 -47,867	-26%	-$582K	0.19%	104
2025 Q3	$1.97M	Sell	181,134 -12,773	-7%	-$130K	0.24%	94
2025 Q2	$1.88M	Buy	193,907 +373	+0.2%	+$3.51K	0.24%	92
2025 Q1	$1.93M	Buy	193,534 +111,734	+137%	+$1.06M	0.27%	82
2024 Q4	$726K	Buy	+81,800	New	+$832K	0.1%	182

Other funds holding VALE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

MidWestOne Financial Group's VALE Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Vale (VALE) stake by 26% in Q4 2025, selling an estimated $582K and leaving 133,267 shares worth $1.74M. The position accounts for 0.19% of the portfolio, ranked #104.

MidWestOne Financial Group first reported a position in VALE in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.97M in Q3 2025. 532 funds tracked by Wall St. Rank hold VALE as of Q4 2025.

MidWestOne Financial Group held 133,267 shares of Vale worth $1.74M as of Q4 2025.
MidWestOne Financial Group sold 47,867 Vale shares in Q4 2025, an estimated $582K.
Vale made up 0.19% of MidWestOne Financial Group's portfolio in Q4 2025, its #104 holding.
MidWestOne Financial Group first reported a position in Vale in Q4 2024 and has held it in 5 quarters since.
MidWestOne Financial Group's Vale position peaked at $1.97M in Q3 2025.
532 funds tracked by Wall St. Rank held Vale as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.