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Optimize Financial’s Critical Metals Corp CRML Stock Holding History

Optimize Financial’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 		$237K Sell
23,088
-80
-0.3% -$856 0.09% 263
2026
Q1 		$184K Buy
+23,168
New +$267K 0.09% 294

Other funds holding CRML

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Optimize Financial's CRML Position: Q2 2026 in Review

Optimize Financial reduced its Critical Metals Corp (CRML) stake by 0.35% in Q2 2026, selling an estimated $856 and leaving 23,088 shares worth $237K. The position accounts for 0.09% of the portfolio, ranked #263.

Optimize Financial first reported a position in CRML in Q1 2026 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold CRML as of Q2 2026.

  • Optimize Financial held 23,088 shares of Critical Metals Corp worth $237K as of Q2 2026.
  • Optimize Financial sold 80 Critical Metals Corp shares in Q2 2026, an estimated $856.
  • Critical Metals Corp made up 0.09% of Optimize Financial's portfolio in Q2 2026, its #263 holding.
  • Optimize Financial first reported a position in Critical Metals Corp in Q1 2026 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held Critical Metals Corp as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.