Mountain Capital Investment Advisors’s Platinum Group Metals PLG Stock Holding History

Mountain Capital Investment Advisors’s Portfolio PLG Stock Details PLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-32,000	Closed	-$84.8K	–	98
2025 Q3	$84.8K	Sell	32,000 -20,507	-39%	-$35K	0.01%	81
2025 Q2	$78.8K	Buy	52,507 +1,500	+3%	+$2.01K	0.02%	70
2025 Q1	$63.8K	Hold	51,007	–	–	0.01%	60
2024 Q4	$68.3K	Buy	51,007 +24,250	+91%	+$39K	0.01%	60
2024 Q3	$40.7K	Buy	+26,757	New	+$39.2K	0.01%	59

Other funds holding PLG

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Mountain Capital Investment Advisors's PLG Position: Q4 2025 in Review

Mountain Capital Investment Advisors sold out of Platinum Group Metals (PLG) in Q4 2025, closing a stake of 32,000 shares — an estimated $84.8K sold.

Mountain Capital Investment Advisors first reported a position in PLG in Q3 2024 and held it in 5 quarters. The position peaked at $84.8K in Q3 2025. 68 funds tracked by Wall St. Rank hold PLG as of Q4 2025.

Mountain Capital Investment Advisors reported no remaining Platinum Group Metals position as of Q4 2025 after selling out during the quarter.
Mountain Capital Investment Advisors sold 32,000 Platinum Group Metals shares in Q4 2025, an estimated $84.8K.
Mountain Capital Investment Advisors first reported a position in Platinum Group Metals in Q3 2024 and held it in 5 quarters.
Mountain Capital Investment Advisors's Platinum Group Metals position peaked at $84.8K in Q3 2025.
68 funds tracked by Wall St. Rank held Platinum Group Metals as of Q4 2025.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.