Nations Financial Group
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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
Q3 		$597K Buy
4,466
+471
+12% +$62.4K 0.03% 503
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Nations Financial Group's WPM Position: Q3 2026 in Review

Nations Financial Group increased its Wheaton Precious Metals (WPM) stake by 12% in Q3 2026, buying an estimated $62.4K and bringing the position to 4,466 shares worth $597K. The position accounts for 0.03% of the portfolio, ranked #503.

Nations Financial Group first reported a position in WPM in Q4 2024 and has held it in 8 quarters since. 528 funds tracked by Wall St. Rank hold WPM as of Q3 2026.

  • Nations Financial Group held 4,466 shares of Wheaton Precious Metals worth $597K as of Q3 2026.
  • Nations Financial Group bought 471 Wheaton Precious Metals shares in Q3 2026, an estimated $62.4K.
  • Wheaton Precious Metals made up 0.03% of Nations Financial Group's portfolio in Q3 2026, its #503 holding.
  • Nations Financial Group first reported a position in Wheaton Precious Metals in Q4 2024 and has held it in 8 quarters since.
  • 528 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.