VALE β€” VALE S A

Ownership history in PRINCIPAL SECURITIES, INC.  Β·  8 quarters on record

AI Ownership Summary

PRINCIPAL SECURITIES, INC. reported VALE S A (VALE) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows VALE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VALE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRINCIPAL SECURITIES, INC.'s position in VALE S A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

VALE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PRINCIPAL SECURITIES, INC. held VALE β€” position size vs. price
% of Fund (quarterly)    VALE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 1,311 +382 +41.1% 0.00% $14K 2025-11-12 $11.85
2025 Q2 ADDED 929 +174 +23.0% 0.00% $9K 2025-08-11 $9.36
2025 Q1 UNCHANGED 755 β€” 0% 0.00% $7K 2025-04-30 $8.55
2024 Q4 REDUCED 755 -1,053 -58.2% 0.00% $7K 2025-01-30 $8.30
2024 Q3 REDUCED 1,808 -3,262 -64.3% 0.00% $21K 2024-10-28 $9.64
2024 Q2 REDUCED 5,070 -33,047 -86.7% 0.00% $57K 2024-07-31 $9.16
2024 Q1 ADDED 38,117 +306 +0.8% 0.01% $465K 2024-05-10 $10.50
2023 Q4 INITIATED 37,811 β€” β€” 0.02% $600K 2024-02-07 $10.90

🏒 Other funds also holding VALE

As of 2026 Q1 β€” sorted by position size

Marex Group plc 0.07% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.0% Hilltop National Bank 0.0%

FAQ About PRINCIPAL SECURITIES, INC. and VALE

These are the practical questions this page is built to answer before you even open the full history table.

How long has PRINCIPAL SECURITIES, INC. reported owning VALE?

PRINCIPAL SECURITIES, INC. reported VALE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VALE position in PRINCIPAL SECURITIES, INC.'s portfolio?

The largest reported portfolio weight for VALE was 0.02% in 2023 Q4.

What is the latest reported VALE position on this page?

The most recent filing on this page is 2025 Q3, when PRINCIPAL SECURITIES, INC. reported 1,311 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this VALE ownership page compare?

The chart compares PRINCIPAL SECURITIES, INC.'s quarterly VALE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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