EWA
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EP Wealth Advisors’s Franco-Nevada FNV Stock Holding History

EP Wealth Advisors’s Portfolio FNV Stock Details FNV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$365K Sell
1,477
-167
-10% -$41.3K ﹤0.01% 1058
2025
Q4 		$341K Buy
+1,644
New +$333K ﹤0.01% 1066
2025
Q2 		$398K Buy
2,427
+294
+14% +$48.7K ﹤0.01% 882
2025
Q1 		$336K Buy
2,133
+15
+0.7% +$2.1K ﹤0.01% 858
2024
Q4 		$249K Sell
2,118
-65
-3% -$8.04K ﹤0.01% 955
2024
Q3 		$271K Buy
2,183
+175
+9% +$21.7K ﹤0.01% 897
2024
Q2 		$238K Hold
2,008
– – ﹤0.01% 717
2024
Q1 		$239K Hold
2,008
– – ﹤0.01% 689
2023
Q4 		$223K Hold
2,008
– – ﹤0.01% 690
2023
Q3 		$268K Sell
2,008
-13,643
-87% -$1.93M ﹤0.01% 582
2023
Q2 		$286K Sell
15,651
-37,949
-71% -$5.69M ﹤0.01% 573
2023
Q1 		$22K Buy
53,600
+51,576
+2,548% +$7.19M ﹤0.01% 615
2022
Q4 		$276K Buy
+2,024
New +$267K 0.01% 483
2022
Q2 		– Sell
-1,308
Closed -$209K – 658
2022
Q1 		$209K Buy
+1,308
New +$188K ﹤0.01% 568
2021
Q1 		– Sell
-1,780
Closed -$223K – 497
2020
Q4 		$223K Hold
1,780
– – 0.01% 390
2020
Q3 		$248K Buy
+1,780
New +$264K 0.01% 317
2020
Q2 		– Hold
0
– – – 331

Other funds holding FNV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return