Thompson David Blair’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Thompson David Blair’s Portfolio REMX Stock Details REMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$772K	Sell	8,722 -3,061	-26%	-$297K	0.39%	80
2026 Q1	$1.04M	Sell	11,783 -7,964	-40%	-$717K	0.59%	58
2025 Q4	$1.46M	Buy	+19,747	New	+$1.42M	0.83%	33

Other funds holding REMX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

Thompson David Blair's REMX Position: Q2 2026 in Review

Thompson David Blair reduced its VanEck Rare Earth/Strategic Metals ETF (REMX) stake by 26% in Q2 2026, selling an estimated $297K and leaving 8,722 shares worth $772K. The position accounts for 0.39% of the portfolio, ranked #80.

Thompson David Blair first reported a position in REMX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.46M in Q4 2025. 339 funds tracked by Wall St. Rank hold REMX as of Q2 2026.

Thompson David Blair held 8,722 shares of VanEck Rare Earth/Strategic Metals ETF worth $772K as of Q2 2026.
Thompson David Blair sold 3,061 VanEck Rare Earth/Strategic Metals ETF shares in Q2 2026, an estimated $297K.
VanEck Rare Earth/Strategic Metals ETF made up 0.39% of Thompson David Blair's portfolio in Q2 2026, its #80 holding.
Thompson David Blair first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q4 2025 and has held it in 3 quarters since.
Thompson David Blair's VanEck Rare Earth/Strategic Metals ETF position peaked at $1.46M in Q4 2025.
339 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.