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Nations Financial Group’s Valaris VAL Stock Holding History

Nations Financial Group’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
Q1 		$404K Sell
4,117
-2,000
-33% -$156K 0.02% 587
2025
Q4 		$308K Sell
6,117
-600
-9% -$32.2K 0.02% 623
2025
Q3 		$328K Sell
6,717
-2,800
-29% -$137K 0.02% 580
2025
Q2 		$401K Sell
9,517
-76,632
-89% -$2.88M 0.03% 502
2025
Q1 		$3.38M Buy
86,149
+68,867
+398% +$2.95M 0.26% 100
2024
Q4 		$765K Sell
17,282
-6,835
-28% -$329K 0.06% 336
2024
Q3 		$1.34M Buy
+24,117
New +$1.58M 0.1% 223

Other funds holding VAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nations Financial Group's VAL Position: Q1 2026 in Review

Nations Financial Group reduced its Valaris (VAL) stake by 33% in Q1 2026, selling an estimated $156K and leaving 4,117 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #587.

Nations Financial Group first reported a position in VAL in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.38M in Q1 2025. 357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

  • Nations Financial Group held 4,117 shares of Valaris worth $404K as of Q1 2026.
  • Nations Financial Group sold 2,000 Valaris shares in Q1 2026, an estimated $156K.
  • Valaris made up 0.02% of Nations Financial Group's portfolio in Q1 2026, its #587 holding.
  • Nations Financial Group first reported a position in Valaris in Q3 2024 and has held it in 7 quarters since.
  • Nations Financial Group's Valaris position peaked at $3.38M in Q1 2025.
  • 357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.