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Birchwood Financial Partners’s Newmont NEM Stock Holding History

Birchwood Financial Partners’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 		$14.7K Hold
157
– – 0.01% 254
2026
Q1 		$17K Hold
157
– – 0.02% 243
2025
Q4 		$15.7K Buy
+157
New +$14.2K 0.02% 249

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Birchwood Financial Partners's NEM Position: Q2 2026 in Review

Birchwood Financial Partners held its Newmont (NEM) position steady in Q2 2026 at 157 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #254.

Birchwood Financial Partners first reported a position in NEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $17K in Q1 2026. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Birchwood Financial Partners held 157 shares of Newmont worth $14.7K as of Q2 2026.
  • Birchwood Financial Partners left its Newmont share count unchanged in Q2 2026.
  • Newmont made up 0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #254 holding.
  • Birchwood Financial Partners first reported a position in Newmont in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Newmont position peaked at $17K in Q1 2026.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.