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Carter Financial Group’s Agnico Eagle Mines AEM Stock Holding History

Carter Financial Group’s Portfolio AEM Stock Details AEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,039
Closed -$211K – 135
2026
Q1 		$211K Buy
+1,039
New +$216K 0.13% 114

Other funds holding AEM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Carter Financial Group's AEM Position: Q2 2026 in Review

Carter Financial Group sold out of Agnico Eagle Mines (AEM) in Q2 2026, closing a stake of 1,039 shares — an estimated $211K sold.

Carter Financial Group first reported a position in AEM in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 1,054 funds tracked by Wall St. Rank hold AEM as of Q2 2026.

  • Carter Financial Group reported no remaining Agnico Eagle Mines position as of Q2 2026 after selling out during the quarter.
  • Carter Financial Group sold 1,039 Agnico Eagle Mines shares in Q2 2026, an estimated $211K.
  • Carter Financial Group first reported a position in Agnico Eagle Mines in Q1 2026 and held it in 1 quarter.
  • Carter Financial Group's Agnico Eagle Mines position peaked at $211K in Q1 2026.
  • 1,054 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.