Nations Financial Group’s Wheaton Precious Metals WPM Stock Holding History

Nations Financial Group’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$449K	Sell	3,995 -334	-8%	-$43.5K	0.02%	563
2026 Q1	$567K	Sell	4,329 -116	-3%	-$16.1K	0.03%	512
2025 Q4	$522K	Buy	4,445 +527	+13%	+$56.4K	0.03%	513
2025 Q3	$438K	Buy	3,918 +22	+0.6%	+$2.15K	0.03%	512
2025 Q2	$350K	Buy	3,896 +305	+8%	+$25.7K	0.02%	532
2025 Q1	$279K	Hold	3,591	–	–	0.02%	551
2024 Q4	$202K	Buy	+3,591	New	+$222K	0.01%	639

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Nations Financial Group's WPM Position: Q2 2026 in Review

Nations Financial Group reduced its Wheaton Precious Metals (WPM) stake by 7.7% in Q2 2026, selling an estimated $43.5K and leaving 3,995 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #563.

Nations Financial Group first reported a position in WPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $567K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Nations Financial Group held 3,995 shares of Wheaton Precious Metals worth $449K as of Q2 2026.
Nations Financial Group sold 334 Wheaton Precious Metals shares in Q2 2026, an estimated $43.5K.
Wheaton Precious Metals made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #563 holding.
Nations Financial Group first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 7 quarters since.
Nations Financial Group's Wheaton Precious Metals position peaked at $567K in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.