CWA Asset Management Group’s OR Royalties Inc OR Stock Holding History

CWA Asset Management Group’s Portfolio OR Stock Details OR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-62,137	Closed	-$2.36M	–	752
2026 Q1	$2.36M	Sell	62,137 -346,781	-85%	-$14.2M	0.08%	233
2025 Q4	$14.5M	Buy	408,918 +27,171	+7%	+$952K	0.52%	36
2025 Q3	$15.3M	Buy	381,747 +202,173	+113%	+$6.31M	0.57%	33
2025 Q2	$4.62M	Buy	+179,574	New	+$4.33M	0.2%	113

Other funds holding OR

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Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return