Root Financial Partners
VAL icon

Root Financial Partners’s Valaris VAL Stock Holding History

Root Financial Partners’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
Q3 		$19.8K Buy
+252
New +$20.5K ﹤0.01% 1560
2026
Q2 		– Sell
-205
Closed -$20.1K – 3062
2026
Q1 		$20.1K Buy
205
+70
+52% +$5.45K ﹤0.01% 1321
2025
Q4 		$6.8K Buy
135
+40
+42% +$2.15K ﹤0.01% 1658
2025
Q3 		$4.63K Buy
+95
New +$4.63K ﹤0.01% 1754

Other funds holding VAL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Goehring & Rozencwajg Associates
Goehring & Rozencwajg Associates New York $1.88B AUM 25.57% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return

Root Financial Partners's VAL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Valaris (VAL) in Q3 2026: 252 shares worth $19.8K. The stake represents ﹤0.01% of the portfolio and ranks #1560 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VAL as recently as Q1 2026.

Root Financial Partners first reported a position in VAL in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.1K in Q1 2026. 256 funds tracked by Wall St. Rank hold VAL as of Q3 2026.

  • Root Financial Partners held 252 shares of Valaris worth $19.8K as of Q3 2026.
  • Valaris was a new Root Financial Partners position in Q3 2026.
  • Valaris made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1560 holding.
  • Root Financial Partners first reported a position in Valaris in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Valaris position peaked at $20.1K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Valaris as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.