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Allegiance Financial Group Advisory Services’s Newmont NEM Stock Holding History

Allegiance Financial Group Advisory Services’s Portfolio NEM Stock Details NEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$269K Sell
2,880
-117
-4% -$12.7K 0.05% 160
2026
Q1 		$324K Buy
2,997
+186
+7% +$21.4K 0.06% 127
2025
Q4 		$281K Buy
+2,811
New +$254K 0.06% 131

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Allegiance Financial Group Advisory Services's NEM Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its Newmont (NEM) stake by 3.9% in Q2 2026, selling an estimated $12.7K and leaving 2,880 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #160.

Allegiance Financial Group Advisory Services first reported a position in NEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $324K in Q1 2026. 1,185 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 2,880 shares of Newmont worth $269K as of Q2 2026.
  • Allegiance Financial Group Advisory Services sold 117 Newmont shares in Q2 2026, an estimated $12.7K.
  • Newmont made up 0.05% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #160 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Newmont in Q4 2025 and has held it in 3 quarters since.
  • Allegiance Financial Group Advisory Services's Newmont position peaked at $324K in Q1 2026.
  • 1,185 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.