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Brendel Financial Advisors’s Newmont NEM Stock Holding History

Brendel 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 		$424K Sell
4,537
-3,541
-44% -$386K 0.2% 64
2026
Q1 		$874K Sell
8,078
-969
-11% -$112K 0.43% 52
2025
Q4 		$903K Sell
9,047
-801
-8% -$72.4K 0.44% 55
2025
Q3 		$830K Buy
9,848
+1,115
+13% +$77.8K 0.43% 56
2025
Q2 		$509K Sell
8,733
-36,969
-81% -$1.97M 0.29% 62
2025
Q1 		$2.21M Buy
+45,702
New +$2.01M 1.34% 33

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

Brendel Financial Advisors reduced its Newmont (NEM) stake by 44% in Q2 2026, selling an estimated $386K and leaving 4,537 shares worth $424K. The position accounts for 0.2% of the portfolio, ranked #64.

Brendel Financial Advisors first reported a position in NEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.21M in Q1 2025. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Brendel Financial Advisors held 4,537 shares of Newmont worth $424K as of Q2 2026.
  • Brendel Financial Advisors sold 3,541 Newmont shares in Q2 2026, an estimated $386K.
  • Newmont made up 0.2% of Brendel Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • Brendel Financial Advisors first reported a position in Newmont in Q1 2025 and has held it in 6 quarters since.
  • Brendel Financial Advisors's Newmont position peaked at $2.21M in Q1 2025.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.