Accordant Advisory Group
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Accordant Advisory Group’s Elemental Royalty Corp ELE Stock Holding History

Accordant Advisory Group’s Portfolio ELE Stock Details ELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.87M Buy
97,940
+6,324
+7% +$120K 1.17% 21
2026
Q2 		$1.6M Buy
91,616
+45,671
+99% +$802K 1.08% 25
2026
Q1 		$866K Buy
+45,945
New +$937K 0.54% 26

Other funds holding ELE

Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Global Strategic Management
Global Strategic Management San Juan, Puerto Rico $132M AUM 21.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Louisbourg Investments
Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Accordant Advisory Group's ELE Position: Q3 2026 in Review

Accordant Advisory Group increased its Elemental Royalty Corp (ELE) stake by 6.9% in Q3 2026, buying an estimated $120K and bringing the position to 97,940 shares worth $1.87M. The position accounts for 1.17% of the portfolio, ranked #21.

Accordant Advisory Group first reported a position in ELE in Q1 2026 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold ELE as of Q3 2026.

  • Accordant Advisory Group held 97,940 shares of Elemental Royalty Corp worth $1.87M as of Q3 2026.
  • Accordant Advisory Group bought 6,324 Elemental Royalty Corp shares in Q3 2026, an estimated $120K.
  • Elemental Royalty Corp made up 1.17% of Accordant Advisory Group's portfolio in Q3 2026, its #21 holding.
  • Accordant Advisory Group first reported a position in Elemental Royalty Corp in Q1 2026 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Elemental Royalty Corp as of Q3 2026.

Based on Accordant Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.