Ballast Financial Advisors’s Newmont NEM Stock Holding History

Ballast Financial Advisors’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	$225K	Buy	2,412 +6	+0.2%	+$654	0.2%	68
2026 Q1	$260K	Buy	+2,406	New	+$277K	0.27%	58

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ballast Financial Advisors's NEM Position: Q2 2026 in Review

Ballast Financial Advisors increased its Newmont (NEM) stake by 0.25% in Q2 2026, buying an estimated $654 and bringing the position to 2,412 shares worth $225K. The position accounts for 0.2% of the portfolio, ranked #68.

Ballast Financial Advisors first reported a position in NEM in Q1 2026 and has held it in 2 quarters since. The position peaked at $260K in Q1 2026. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Ballast Financial Advisors held 2,412 shares of Newmont worth $225K as of Q2 2026.
Ballast Financial Advisors bought 6 Newmont shares in Q2 2026, an estimated $654.
Newmont made up 0.2% of Ballast Financial Advisors's portfolio in Q2 2026, its #68 holding.
Ballast Financial Advisors first reported a position in Newmont in Q1 2026 and has held it in 2 quarters since.
Ballast Financial Advisors's Newmont position peaked at $260K in Q1 2026.
1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Ballast Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.