OneAscent Family Office’s Newmont NEM Stock Holding History

OneAscent Family Office’s Portfolio NEM Stock Details NEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$306K	Buy	3,278 +846	+35%	+$92.2K	0.15%	146
2026 Q1	$263K	Buy	2,432 +232	+11%	+$26.7K	0.18%	135
2025 Q4	$220K	Buy	+2,200	New	+$199K	0.15%	161

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OneAscent Family Office's NEM Position: Q2 2026 in Review

OneAscent Family Office increased its Newmont (NEM) stake by 35% in Q2 2026, buying an estimated $92.2K and bringing the position to 3,278 shares worth $306K. The position accounts for 0.15% of the portfolio, ranked #146.

OneAscent Family Office first reported a position in NEM in Q4 2025 and has held it in 3 quarters since. 1,779 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

OneAscent Family Office held 3,278 shares of Newmont worth $306K as of Q2 2026.
OneAscent Family Office bought 846 Newmont shares in Q2 2026, an estimated $92.2K.
Newmont made up 0.15% of OneAscent Family Office's portfolio in Q2 2026, its #146 holding.
OneAscent Family Office first reported a position in Newmont in Q4 2025 and has held it in 3 quarters since.
1,779 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.