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Nations Financial Group’s Vale VALE Stock Holding History

Nations 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
2026
Q2 		$210K Sell
13,976
-451
-3% -$7.35K 0.01% 743
2026
Q1 		$230K Buy
+14,427
New +$225K 0.01% 702
2021
Q3 		– Sell
-99,889
Closed -$2.28M – 463
2021
Q2 		$2.28M Buy
+99,889
New +$2.09M 0.38% 59

Other funds holding VALE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

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

Nations Financial Group reduced its Vale (VALE) stake by 3.1% in Q2 2026, selling an estimated $7.35K and leaving 13,976 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #743.

Nations Financial Group first reported a position in VALE in Q2 2021 and has held it in 3 quarters since. The position peaked at $2.28M in Q2 2021. 113 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Nations Financial Group held 13,976 shares of Vale worth $210K as of Q2 2026.
  • Nations Financial Group sold 451 Vale shares in Q2 2026, an estimated $7.35K.
  • Vale made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #743 holding.
  • Nations Financial Group first reported a position in Vale in Q2 2021 and has held it in 3 quarters since.
  • Nations Financial Group's Vale position peaked at $2.28M in Q2 2021.
  • 113 funds tracked by Wall St. Rank held Vale as of Q2 2026.

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