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 Q2	$284K	Sell	3,917 -200	-5%	-$18.6K	0.01%	663
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 New York $6.73T AUM 46.02% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nations Financial Group's VAL Position: Q2 2026 in Review

Nations Financial Group reduced its Valaris (VAL) stake by 4.9% in Q2 2026, selling an estimated $18.6K and leaving 3,917 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #663.

Nations Financial Group first reported a position in VAL in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.38M in Q1 2025. 335 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

Nations Financial Group held 3,917 shares of Valaris worth $284K as of Q2 2026.
Nations Financial Group sold 200 Valaris shares in Q2 2026, an estimated $18.6K.
Valaris made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #663 holding.
Nations Financial Group first reported a position in Valaris in Q3 2024 and has held it in 8 quarters since.
Nations Financial Group's Valaris position peaked at $3.38M in Q1 2025.
335 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.