Ballentine Partners’s Hudbay HBM Stock Holding History

Ballentine Partners’s Portfolio HBM Stock Details HBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$295K	Sell	14,092 -1,889	-12%	-$44.2K	﹤0.01%	751
2025 Q4	$317K	Sell	15,981 -6,944	-30%	-$117K	﹤0.01%	696
2025 Q3	$348K	Sell	22,925 -6,832	-23%	-$78.2K	﹤0.01%	648
2025 Q2	$316K	Buy	29,757 +2,768	+10%	+$23.1K	﹤0.01%	670
2025 Q1	$205K	Buy	26,989 +6,169	+30%	+$50.2K	﹤0.01%	798
2024 Q4	$169K	Buy	20,820 +5,064	+32%	+$45.4K	﹤0.01%	804
2024 Q3	$145K	Sell	15,756 -415	-3%	-$3.35K	﹤0.01%	775
2024 Q2	$146K	Buy	16,171 +3,983	+33%	+$34.6K	﹤0.01%	711
2024 Q1	$85.3K	Buy	+12,188	New	+$70.9K	﹤0.01%	716

Other funds holding HBM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return