VFA
PL icon

Valeo Financial Advisors’s Planet Labs PL Stock Holding History

Valeo Financial Advisors’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-200
Closed -$3.94K – 861
2025
Q4 		$3.94K Buy
+200
New +$2.87K ﹤0.01% 834

Other funds holding PL

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

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

Valeo Financial Advisors increased its Planet Labs (PL) stake by 5.8% in Q2 2026, buying an estimated $38.4K and bringing the position to 19,017 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #394.

Valeo Financial Advisors first reported a position in PL in Q3 2024 and has held it in 8 quarters since. 182 funds tracked by Wall St. Rank hold PL as of Q2 2026.

  • Valeo Financial Advisors held 19,017 shares of Planet Labs worth $630K as of Q2 2026.
  • Valeo Financial Advisors bought 1,038 Planet Labs shares in Q2 2026, an estimated $38.4K.
  • Planet Labs made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #394 holding.
  • Valeo Financial Advisors first reported a position in Planet Labs in Q3 2024 and has held it in 8 quarters since.
  • 182 funds tracked by Wall St. Rank held Planet Labs as of Q2 2026.

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