Mutual Advisors’s Valaris VAL Stock Holding History

Mutual Advisors’s Portfolio VAL Stock Details VAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.62M	Buy	20,676 +1,587	+8%	+$129K	0.03%	471
2026 Q2	$1.39M	Sell	19,089 -1,135	-6%	-$106K	0.03%	529
2026 Q1	$1.98M	Sell	20,224 -2,176	-10%	-$170K	0.04%	385
2025 Q4	$1.13M	Buy	22,400 +1,680	+8%	+$90.2K	0.02%	538
2025 Q3	$1.17M	Buy	20,720 +823	+4%	+$40.1K	0.03%	511
2025 Q2	$1M	Buy	19,897 +4,456	+29%	+$168K	0.03%	516
2025 Q1	$509K	Buy	+15,441	New	+$662K	0.01%	702

Other funds holding VAL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $10.2B AUM 0.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return

Mutual Advisors's VAL Position: Q3 2026 in Review

Mutual Advisors increased its Valaris (VAL) stake by 8.3% in Q3 2026, buying an estimated $129K and bringing the position to 20,676 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #471.

Mutual Advisors first reported a position in VAL in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.98M in Q1 2026. 215 funds tracked by Wall St. Rank hold VAL as of Q3 2026.

Mutual Advisors held 20,676 shares of Valaris worth $1.62M as of Q3 2026.
Mutual Advisors bought 1,587 Valaris shares in Q3 2026, an estimated $129K.
Valaris made up 0.03% of Mutual Advisors's portfolio in Q3 2026, its #471 holding.
Mutual Advisors first reported a position in Valaris in Q1 2025 and has held it in 7 quarters since.
Mutual Advisors's Valaris position peaked at $1.98M in Q1 2026.
215 funds tracked by Wall St. Rank held Valaris as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.