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Valeo Financial Advisors’s Ford F Stock Holding History

Valeo Financial Advisors’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-400
Closed -$5 – 685
2023
Q3 		$5 Buy
+400
New +$5.19K ﹤0.01% 644
2021
Q3 		– Sell
-2,500
Closed -$37K – 597
2021
Q2 		$37K Sell
2,500
-1,500
-38% -$19.9K ﹤0.01% 495
2021
Q1 		$49K Buy
+4,000
New +$45.8K ﹤0.01% 876

Other funds holding F

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Valeo Financial Advisors's F Position: Q2 2026 in Review

Valeo Financial Advisors increased its Ford (F) stake by 11% in Q2 2026, buying an estimated $134K and bringing the position to 101,423 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #245.

Valeo Financial Advisors first reported a position in F in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.83M in Q2 2023. 947 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Valeo Financial Advisors held 101,423 shares of Ford worth $1.41M as of Q2 2026.
  • Valeo Financial Advisors bought 9,934 Ford shares in Q2 2026, an estimated $134K.
  • Ford made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #245 holding.
  • Valeo Financial Advisors first reported a position in Ford in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Ford position peaked at $3.83M in Q2 2023.
  • 947 funds tracked by Wall St. Rank held Ford as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.