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Cape Investment Advisory’s TMC The Metals Company TMC Stock Holding History

Cape Investment Advisory’s Portfolio TMC Stock Details TMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.28K Sell
1,114
-510
-31% -$2.1K ﹤0.01% 1070
2026
Q2 		$7.19K Buy
+1,624
New +$8.47K ﹤0.01% 940
2026
Q1 		– Sell
-2,038
Closed -$12.6K – 1109
2025
Q4 		$12.6K Buy
+2,038
New +$14.3K ﹤0.01% 706

Other funds holding TMC

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Cape Investment Advisory's TMC Position: Q3 2026 in Review

Cape Investment Advisory reduced its TMC The Metals Company (TMC) stake by 31% in Q3 2026, selling an estimated $2.1K and leaving 1,114 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Cape Investment Advisory first reported a position in TMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.6K in Q4 2025. 9 funds tracked by Wall St. Rank hold TMC as of Q3 2026.

  • Cape Investment Advisory held 1,114 shares of TMC The Metals Company worth $4.28K as of Q3 2026.
  • Cape Investment Advisory sold 510 TMC The Metals Company shares in Q3 2026, an estimated $2.1K.
  • TMC The Metals Company made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #1070 holding.
  • Cape Investment Advisory first reported a position in TMC The Metals Company in Q4 2025 and has held it in 3 quarters since.
  • Cape Investment Advisory's TMC The Metals Company position peaked at $12.6K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held TMC The Metals Company as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.