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Independent Financial Group’s Harmony Gold Mining HMY Stock Holding History

Independent Financial Group’s Portfolio HMY Stock Details HMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$447K Sell
29,378
-250
-0.8% -$4.15K 0.01% 1043
2026
Q1 		$455K Sell
29,628
-2,677
-8% -$52.9K 0.01% 972
2025
Q4 		$643K Buy
32,305
+2,322
+8% +$43.3K 0.01% 777
2025
Q3 		$544K Buy
29,983
+163
+0.5% +$2.46K 0.01% 817
2025
Q2 		$417K Buy
29,820
+2,994
+11% +$45.3K 0.01% 858
2025
Q1 		$396K Buy
26,826
+2,439
+10% +$27.2K 0.01% 806
2024
Q4 		$200K Buy
24,387
+503
+2% +$4.88K 0.01% 1104
2024
Q3 		$243K Buy
23,884
+940
+4% +$9.17K 0.01% 958
2024
Q2 		$210K Buy
22,944
+4
+0% +$36 0.01% 1007
2024
Q1 		$187K Buy
22,940
+580
+3% +$3.7K 0.01% 963
2023
Q4 		$138K Hold
22,360
– – 0.01% 912
2023
Q3 		$84.1K Hold
22,360
– – 0.01% 873
2023
Q2 		$93.9K Hold
22,360
– – 0.01% 850
2023
Q1 		$91.7K Hold
22,360
– – 0.01% 813
2022
Q4 		$76K Hold
22,360
– – 0.01% 762
2022
Q3 		$54.3K Buy
22,360
+125
+0.6% +$362 ﹤0.01% 731
2022
Q2 		$69.6K Sell
22,235
-1,000
-4% -$3.85K 0.01% 691
2022
Q1 		$117K Buy
23,235
+3,500
+18% +$15K 0.01% 753
2021
Q4 		$81.1K Buy
19,735
+1,300
+7% +$4.98K 0.01% 762
2021
Q3 		$58.1K Buy
18,435
+1,000
+6% +$3.67K 0.01% 701
2021
Q2 		$65K Buy
17,435
+3,100
+22% +$14.7K 0.01% 695
2021
Q1 		$62.5K Buy
14,335
+4,285
+43% +$18.6K 0.01% 633
2020
Q4 		$47K Buy
+10,050
New +$49.5K 0.01% 562

Other funds holding HMY

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HCPC
Hamilton Capital Partners (Canada) Toronto $3.45B AUM 58.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Independent Financial Group's HMY Position: Q2 2026 in Review

Independent Financial Group reduced its Harmony Gold Mining (HMY) stake by 0.84% in Q2 2026, selling an estimated $4.15K and leaving 29,378 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #1043.

Independent Financial Group first reported a position in HMY in Q4 2020 and has held it in 23 quarters since. The position peaked at $643K in Q4 2025. 235 funds tracked by Wall St. Rank hold HMY as of Q2 2026.

  • Independent Financial Group held 29,378 shares of Harmony Gold Mining worth $447K as of Q2 2026.
  • Independent Financial Group sold 250 Harmony Gold Mining shares in Q2 2026, an estimated $4.15K.
  • Harmony Gold Mining made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1043 holding.
  • Independent Financial Group first reported a position in Harmony Gold Mining in Q4 2020 and has held it in 23 quarters since.
  • Independent Financial Group's Harmony Gold Mining position peaked at $643K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Harmony Gold Mining as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.