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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

CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 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. 207 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.
  • 207 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.