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Independent Financial Group’s Newmont NEM Stock Holding History

Independent Financial Group’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
Q2 		$1.05M Buy
11,223
+227
+2% +$24.7K 0.02% 667
2026
Q1 		$1.19M Sell
10,996
-5,394
-33% -$622K 0.03% 564
2025
Q4 		$1.64M Buy
16,390
+780
+5% +$70.5K 0.04% 450
2025
Q3 		$1.32M Buy
15,610
+11,463
+276% +$799K 0.03% 525
2025
Q2 		$242K Sell
4,147
-720
-15% -$38.4K 0.01% 1127
2025
Q1 		$235K Buy
+4,867
New +$214K 0.01% 1039
2024
Q4 		– Sell
-14,425
Closed -$771K – 1216
2024
Q3 		$771K Buy
14,425
+9,368
+185% +$465K 0.03% 516
2024
Q2 		$212K Sell
5,057
-5,300
-51% -$217K 0.01% 1001
2024
Q1 		$371K Sell
10,357
-9,437
-48% -$325K 0.02% 692
2023
Q4 		$819K Buy
+19,794
New +$764K 0.04% 414

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Independent Financial Group increased its Newmont (NEM) stake by 2.1% in Q2 2026, buying an estimated $24.7K and bringing the position to 11,223 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #667.

Independent Financial Group first reported a position in NEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.64M in Q4 2025. 1,775 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Independent Financial Group held 11,223 shares of Newmont worth $1.05M as of Q2 2026.
  • Independent Financial Group bought 227 Newmont shares in Q2 2026, an estimated $24.7K.
  • Newmont made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #667 holding.
  • Independent Financial Group first reported a position in Newmont in Q4 2023 and has held it in 10 quarters since.
  • Independent Financial Group's Newmont position peaked at $1.64M in Q4 2025.
  • 1,775 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

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