Atomi Financial Group
PLG icon

Atomi Financial Group’s Platinum Group Metals PLG Stock Holding History

Atomi Financial Group’s Portfolio PLG Stock Details PLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.4K Buy
13,000
+2,500
+24% +$3.52K ﹤0.01% 1356
2026
Q2 		$14.2K Sell
10,500
-1,500
-13% -$2.51K ﹤0.01% 1257
2026
Q1 		$21.2K Buy
+12,000
New +$29K ﹤0.01% 1206

Other funds holding PLG

Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Total Wealth Planning & Management
Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Targeted Financial Services
Targeted Financial Services Seminole, Florida $136M AUM 10.98% 1-Year Est. Return

Atomi Financial Group's PLG Position: Q3 2026 in Review

Atomi Financial Group increased its Platinum Group Metals (PLG) stake by 24% in Q3 2026, buying an estimated $3.52K and bringing the position to 13,000 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Atomi Financial Group first reported a position in PLG in Q1 2026 and has held it in 3 quarters since. The position peaked at $21.2K in Q1 2026. 34 funds tracked by Wall St. Rank hold PLG as of Q3 2026.

  • Atomi Financial Group held 13,000 shares of Platinum Group Metals worth $16.4K as of Q3 2026.
  • Atomi Financial Group bought 2,500 Platinum Group Metals shares in Q3 2026, an estimated $3.52K.
  • Platinum Group Metals made up ﹤0.01% of Atomi Financial Group's portfolio in Q3 2026, its #1356 holding.
  • Atomi Financial Group first reported a position in Platinum Group Metals in Q1 2026 and has held it in 3 quarters since.
  • Atomi Financial Group's Platinum Group Metals position peaked at $21.2K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Platinum Group Metals as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.