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Patriot Financial Group Insurance Agency’s Vale VALE Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q4 		– Sell
-10,015
Closed -$109K – 549
2025
Q3 		$109K Sell
10,015
-5,101
-34% -$52.1K 0.01% 479
2025
Q2 		$147K Sell
15,116
-2,162
-13% -$20.4K 0.02% 510
2025
Q1 		$172K Buy
17,278
+1,700
+11% +$16.1K 0.02% 464
2024
Q4 		$138K Sell
15,578
-56
-0.4% -$570 0.02% 455
2024
Q3 		$183K Buy
15,634
+110
+0.7% +$1.18K 0.02% 474
2024
Q2 		$173K Buy
15,524
+2,090
+16% +$25.1K 0.03% 453
2024
Q1 		$164K Buy
13,434
+1,203
+10% +$16.2K 0.03% 455
2023
Q4 		$194K Buy
+12,231
New +$175K 0.04% 432
2022
Q3 		– Sell
-1,380
Closed -$20K – 1874
2022
Q2 		$20K Hold
1,380
– – ﹤0.01% 1014
2022
Q1 		$28K Buy
1,380
+356
+35% +$6.16K 0.01% 969
2021
Q4 		$14K Sell
1,024
-1,169
-53% -$15.5K ﹤0.01% 1363
2021
Q3 		$31K Buy
2,193
+1,200
+121% +$23.5K 0.01% 1037
2021
Q2 		$23K Hold
993
– – ﹤0.01% 1126
2021
Q1 		$17K Sell
993
-41
-4% -$716 ﹤0.01% 1177
2020
Q4 		$17K Hold
1,034
– – ﹤0.01% 1042
2020
Q3 		$11K Hold
1,034
– – ﹤0.01% 1018
2020
Q2 		$11K Buy
1,034
+55
+6% +$503 ﹤0.01% 958
2020
Q1 		$8K Buy
+979
New +$10.7K ﹤0.01% 939
2018
Q4 		– Sell
-55
Closed -$1K – 1115
2018
Q3 		$1K Hold
55
– – ﹤0.01% 953
2018
Q2 		$1K Sell
55
-2,200
-98% -$30K ﹤0.01% 561
2018
Q1 		$29K Buy
2,255
+55
+3% +$724 0.02% 403
2017
Q4 		$29K Sell
2,200
-2,400
-52% -$25.5K 0.02% 393
2017
Q3 		$45K Hold
4,600
– – 0.04% 273
2017
Q2 		$42K Hold
4,600
– – 0.04% 265
2017
Q1 		$43K Hold
4,600
– – 0.05% 244
2016
Q4 		$46K Buy
+4,600
New +$33.7K 0.06% 238

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VALE Position: Q4 2025 in Review

Patriot Financial Group Insurance Agency sold out of Vale (VALE) in Q4 2025, closing a stake of 10,015 shares — an estimated $109K sold.

Patriot Financial Group Insurance Agency first reported a position in VALE in Q4 2016 and held it in 26 quarters. The position peaked at $194K in Q4 2023. 534 funds tracked by Wall St. Rank hold VALE as of Q4 2025.

  • Patriot Financial Group Insurance Agency reported no remaining Vale position as of Q4 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 10,015 Vale shares in Q4 2025, an estimated $109K.
  • Patriot Financial Group Insurance Agency first reported a position in Vale in Q4 2016 and held it in 26 quarters.
  • Patriot Financial Group Insurance Agency's Vale position peaked at $194K in Q4 2023.
  • 534 funds tracked by Wall St. Rank held Vale as of Q4 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2025, filed 26 Jan 2026.