Nations Financial Group
VALE icon

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
Q3 		$219K Buy
16,328
+2,352
+17% +$34.2K 0.01% 723
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Nations Financial Group's VALE Position: Q3 2026 in Review

Nations Financial Group increased its Vale (VALE) stake by 17% in Q3 2026, buying an estimated $34.2K and bringing the position to 16,328 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #723.

Nations Financial Group first reported a position in VALE in Q2 2021 and has held it in 4 quarters since. The position peaked at $2.28M in Q2 2021. 319 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Nations Financial Group held 16,328 shares of Vale worth $219K as of Q3 2026.
  • Nations Financial Group bought 2,352 Vale shares in Q3 2026, an estimated $34.2K.
  • Vale made up 0.01% of Nations Financial Group's portfolio in Q3 2026, its #723 holding.
  • Nations Financial Group first reported a position in Vale in Q2 2021 and has held it in 4 quarters since.
  • Nations Financial Group's Vale position peaked at $2.28M in Q2 2021.
  • 319 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.