Wedmont Private Capital’s Vale VALE Stock Holding History

Wedmont Private Capital’s Portfolio VALE Stock Details VALE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$333K	Buy	24,809 +605	+2%	+$8.81K	0.01%	738
2026 Q2	$350K	Sell	24,204 -1,655	-6%	-$27K	0.01%	681
2026 Q1	$433K	Buy	25,859 +399	+2%	+$6.23K	0.01%	547
2025 Q4	$363K	Buy	25,460 +1,204	+5%	+$14.6K	0.01%	586
2025 Q3	$268K	Hold	24,256	–	–	0.01%	650
2025 Q2	$239K	Buy	24,256 +138	+0.6%	+$1.3K	0.01%	662
2025 Q1	$222K	Hold	24,118	–	–	0.01%	614
2024 Q4	$205K	Buy	24,118 +10,246	+74%	+$104K	0.01%	659
2024 Q3	$160K	Hold	13,872	–	–	0.01%	644
2024 Q2	$160K	Sell	13,872 -97	-0.7%	-$1.17K	0.01%	619
2024 Q1	$175K	Sell	13,969 -128	-0.9%	-$1.73K	0.01%	576
2023 Q4	$215K	Buy	14,097 +1,903	+16%	+$27.3K	0.02%	511
2023 Q3	$157K	Buy	12,194 +1,277	+12%	+$17.4K	0.02%	478
2023 Q2	$156K	Hold	10,917	–	–	0.02%	482
2023 Q1	$168K	Hold	10,917	–	–	0.02%	446
2022 Q4	$193K	Buy	10,917 +699	+7%	+$10.5K	0.03%	431
2022 Q3	$136K	Hold	10,218	–	–	0.03%	360
2022 Q2	$149K	Hold	10,218	–	–	0.03%	331
2022 Q1	$217K	Buy	+10,218	New	+$177K	0.05%	300

Other funds holding VALE

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

MCM

Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Wedmont Private Capital's VALE Position: Q3 2026 in Review

Wedmont Private Capital increased its Vale (VALE) stake by 2.5% in Q3 2026, buying an estimated $8.81K and bringing the position to 24,809 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #738.

Wedmont Private Capital first reported a position in VALE in Q1 2022 and has held it in 19 quarters since. The position peaked at $433K in Q1 2026. 23 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

Wedmont Private Capital held 24,809 shares of Vale worth $333K as of Q3 2026.
Wedmont Private Capital bought 605 Vale shares in Q3 2026, an estimated $8.81K.
Vale made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #738 holding.
Wedmont Private Capital first reported a position in Vale in Q1 2022 and has held it in 19 quarters since.
Wedmont Private Capital's Vale position peaked at $433K in Q1 2026.
23 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.