Ballentine Partners’s Critical Metals Corp CRML Stock Holding History

Ballentine Partners’s Portfolio CRML Stock Details CRML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$175K	Buy	17,026 +1,681	+11%	+$18K	﹤0.01%	1018
2026 Q1	$122K	Sell	15,345 -383	-2%	-$4.41K	﹤0.01%	978
2025 Q4	$109K	Sell	15,728 -804	-5%	-$8.77K	﹤0.01%	962
2025 Q3	$103K	Buy	+16,532	New	+$84.7K	﹤0.01%	978

Other funds holding CRML

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Ballentine Partners's CRML Position: Q2 2026 in Review

Ballentine Partners increased its Critical Metals Corp (CRML) stake by 11% in Q2 2026, buying an estimated $18K and bringing the position to 17,026 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

Ballentine Partners first reported a position in CRML in Q3 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold CRML as of Q2 2026.

Ballentine Partners held 17,026 shares of Critical Metals Corp worth $175K as of Q2 2026.
Ballentine Partners bought 1,681 Critical Metals Corp shares in Q2 2026, an estimated $18K.
Critical Metals Corp made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #1018 holding.
Ballentine Partners first reported a position in Critical Metals Corp in Q3 2025 and has held it in 4 quarters since.
16 funds tracked by Wall St. Rank held Critical Metals Corp as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.