Next Level Private’s Critical Metals Corp CRML Stock Holding History

Next Level Private’s Portfolio CRML Stock Details CRML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$553K	Hold	53,955	–	–	0.11%	112
2026 Q1	$428K	Hold	53,955	–	–	0.1%	122
2025 Q4	$374K	Buy	+53,955	New	+$588K	0.1%	121

Other funds holding CRML

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Next Level Private's CRML Position: Q2 2026 in Review

Next Level Private held its Critical Metals Corp (CRML) position steady in Q2 2026 at 53,955 shares worth $553K. The position accounts for 0.11% of the portfolio, ranked #112.

Next Level Private first reported a position in CRML in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold CRML as of Q2 2026.

Next Level Private held 53,955 shares of Critical Metals Corp worth $553K as of Q2 2026.
Next Level Private left its Critical Metals Corp share count unchanged in Q2 2026.
Critical Metals Corp made up 0.11% of Next Level Private's portfolio in Q2 2026, its #112 holding.
Next Level Private first reported a position in Critical Metals Corp in Q4 2025 and has held it in 3 quarters since.
16 funds tracked by Wall St. Rank held Critical Metals Corp as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.