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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
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 $5.72T AUM 30.48% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Root Financial Partners's VAL Position: Q1 2026 in Review

Root Financial Partners increased its Valaris (VAL) stake by 52% in Q1 2026, buying an estimated $5.45K and bringing the position to 205 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Root Financial Partners first reported a position in VAL in Q3 2025 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold VAL as of Q1 2026.

  • Root Financial Partners held 205 shares of Valaris worth $20.1K as of Q1 2026.
  • Root Financial Partners bought 70 Valaris shares in Q1 2026, an estimated $5.45K.
  • Valaris made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1321 holding.
  • Root Financial Partners first reported a position in Valaris in Q3 2025 and has held it in 3 quarters since.
  • 357 funds tracked by Wall St. Rank held Valaris as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.