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Newbridge Financial Services Group’s Wheaton Precious Metals WPM Stock Holding History

Newbridge Financial Services 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 		$22.1K Sell
197
-245
-55% -$31.9K ﹤0.01% 692
2026
Q1 		$57.9K Buy
442
+10
+2% +$1.39K 0.01% 399
2025
Q4 		$50.8K Hold
432
– – 0.01% 432
2025
Q3 		$48.3K Sell
432
-1,240
-74% -$121K 0.01% 519
2025
Q2 		$150K Buy
1,672
+1,240
+287% +$104K 0.02% 325
2025
Q1 		$33.5K Hold
432
– – 0.01% 449
2024
Q4 		$24.3K Buy
+432
New +$26.8K 0.01% 559
2024
Q3 		– Sell
-757
Closed -$39.7K – 1119
2024
Q2 		$39.7K Buy
757
+109
+17% +$5.83K 0.01% 420
2024
Q1 		$30.5K Sell
648
-75
-10% -$3.39K 0.01% 516
2023
Q4 		$35.7K Sell
723
-455
-39% -$20.6K 0.02% 467
2023
Q3 		$47.8K Buy
1,178
+328
+39% +$14.1K 0.02% 422
2023
Q2 		$36.7K Buy
850
+6
+0.7% +$285 0.02% 529
2023
Q1 		$40.7K Hold
844
– – 0.02% 514
2022
Q4 		$33K Buy
844
+3
+0.4% +$108 0.02% 566
2022
Q3 		$27K Buy
841
+4
+0.5% +$131 0.02% 614
2022
Q2 		$30K Buy
837
+5
+0.6% +$217 0.02% 540
2022
Q1 		$40K Hold
832
– – 0.02% 539
2021
Q4 		$36K Buy
832
+3
+0.4% +$124 0.02% 564
2021
Q3 		$31K Buy
829
+3
+0.4% +$131 0.02% 548
2021
Q2 		$36K Sell
826
-432
-34% -$19.2K 0.02% 546
2021
Q1 		$48K Hold
1,258
– – 0.04% 410
2020
Q4 		$53K Buy
1,258
+3
+0.2% +$134 0.04% 321
2020
Q3 		$62K Buy
+1,255
New +$64K 0.06% 278

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Newbridge Financial Services Group's WPM Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Wheaton Precious Metals (WPM) stake by 55% in Q2 2026, selling an estimated $31.9K and leaving 197 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Newbridge Financial Services Group first reported a position in WPM in Q3 2020 and has held it in 23 quarters since. The position peaked at $150K in Q2 2025. 850 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

  • Newbridge Financial Services Group held 197 shares of Wheaton Precious Metals worth $22.1K as of Q2 2026.
  • Newbridge Financial Services Group sold 245 Wheaton Precious Metals shares in Q2 2026, an estimated $31.9K.
  • Wheaton Precious Metals made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #692 holding.
  • Newbridge Financial Services Group first reported a position in Wheaton Precious Metals in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Wheaton Precious Metals position peaked at $150K in Q2 2025.
  • 850 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.