MCM
VALE icon

Monument Capital Management’s Vale VALE Stock Holding History

Monument Capital Management’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 		$252K Sell
18,765
-457
-2% -$6.65K 0.05% 227
2026
Q2 		$289K Hold
19,222
– – 0.06% 213
2026
Q1 		$306K Buy
19,222
+457
+2% +$7.13K 0.08% 178
2025
Q4 		$245K Buy
18,765
+5,854
+45% +$71.1K 0.06% 195
2025
Q3 		$140K Buy
+12,911
New +$132K 0.04% 223

Other funds holding VALE

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Monument Capital Management's VALE Position: Q3 2026 in Review

Monument Capital Management reduced its Vale (VALE) stake by 2.4% in Q3 2026, selling an estimated $6.65K and leaving 18,765 shares worth $252K. The position accounts for 0.05% of the portfolio, ranked #227.

Monument Capital Management first reported a position in VALE in Q3 2025 and has held it in 5 quarters since. The position peaked at $306K in Q1 2026. 19 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Monument Capital Management held 18,765 shares of Vale worth $252K as of Q3 2026.
  • Monument Capital Management sold 457 Vale shares in Q3 2026, an estimated $6.65K.
  • Vale made up 0.05% of Monument Capital Management's portfolio in Q3 2026, its #227 holding.
  • Monument Capital Management first reported a position in Vale in Q3 2025 and has held it in 5 quarters since.
  • Monument Capital Management's Vale position peaked at $306K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.