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RFG - Bristol Wealth Advisors’s Valmont Industries VMI Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio VMI Stock Details VMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-751
Closed -$300K – 193
2026
Q1 		$300K Buy
751
+151
+25% +$65.9K 0.08% 146
2025
Q4 		$241K Buy
+600
New +$244K 0.07% 160

Other funds holding VMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

RFG - Bristol Wealth Advisors's VMI Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors sold out of Valmont Industries (VMI) in Q2 2026, closing a stake of 751 shares — an estimated $300K sold.

RFG - Bristol Wealth Advisors first reported a position in VMI in Q4 2025 and held it in 2 quarters. The position peaked at $300K in Q1 2026. 650 funds tracked by Wall St. Rank hold VMI as of Q2 2026.

  • RFG - Bristol Wealth Advisors reported no remaining Valmont Industries position as of Q2 2026 after selling out during the quarter.
  • RFG - Bristol Wealth Advisors sold 751 Valmont Industries shares in Q2 2026, an estimated $300K.
  • RFG - Bristol Wealth Advisors first reported a position in Valmont Industries in Q4 2025 and held it in 2 quarters.
  • RFG - Bristol Wealth Advisors's Valmont Industries position peaked at $300K in Q1 2026.
  • 650 funds tracked by Wall St. Rank held Valmont Industries as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.