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Confluence Investment Management’s Newmont NEM Stock Holding History

Confluence Investment Management’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
Q3 		$2.35M Buy
20,399
+4,861
+31% +$544K 0.04% 148
2026
Q2 		$1.45M Buy
15,538
+471
+3% +$51.3K 0.02% 175
2026
Q1 		$1.63M Sell
15,067
-70
-0.5% -$8.07K 0.03% 161
2025
Q4 		$1.51M Buy
15,137
+1,434
+10% +$130K 0.02% 174
2025
Q3 		$1.16M Buy
13,703
+1,076
+9% +$75K 0.02% 202
2025
Q2 		$736K Sell
12,627
-308
-2% -$16.4K 0.01% 229
2025
Q1 		$624K Buy
12,935
+1,147
+10% +$50.4K 0.01% 242
2024
Q4 		$439K Buy
11,788
+281
+2% +$12.8K 0.01% 258
2024
Q3 		$615K Buy
11,507
+652
+6% +$32.4K 0.01% 243
2024
Q2 		$454K Buy
10,855
+805
+8% +$32.9K 0.01% 257
2024
Q1 		$360K Sell
10,050
-39
-0.4% -$1.34K ﹤0.01% 261
2023
Q4 		$418K Buy
10,089
+1,024
+11% +$39.5K 0.01% 256
2023
Q3 		$335K Hold
9,065
– – 0.01% 255
2023
Q2 		$387K Sell
9,065
-206
-2% -$9.35K 0.01% 251
2023
Q1 		$454K Buy
+9,271
New +$449K 0.01% 238
2013
Q4 		– Sell
-11,559
Closed -$325K – 266
2013
Q3 		$325K Buy
11,559
+40
+0.3% +$1.19K 0.02% 237
2013
Q2 		$345K Buy
+11,519
New +$387K 0.02% 226

Other funds holding NEM

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Confluence Investment Management's NEM Position: Q3 2026 in Review

Confluence Investment Management increased its Newmont (NEM) stake by 31% in Q3 2026, buying an estimated $544K and bringing the position to 20,399 shares worth $2.35M. The position accounts for 0.04% of the portfolio, ranked #148.

Confluence Investment Management first reported a position in NEM in Q2 2013 and has held it in 17 quarters since. 76 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • Confluence Investment Management held 20,399 shares of Newmont worth $2.35M as of Q3 2026.
  • Confluence Investment Management bought 4,861 Newmont shares in Q3 2026, an estimated $544K.
  • Newmont made up 0.04% of Confluence Investment Management's portfolio in Q3 2026, its #148 holding.
  • Confluence Investment Management first reported a position in Newmont in Q2 2013 and has held it in 17 quarters since.
  • 76 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.