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Pettinga Financial Advisors’s Trilogy Metals TMQ Stock Holding History

Pettinga Financial Advisors’s Portfolio TMQ Stock Details TMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$47.2K Sell
15,220
-1
-0% -$3 0.01% 157
2026
Q2 		$53.4K Hold
15,221
– – 0.01% 154
2026
Q1 		$54.6K Sell
15,221
-12
-0.1% -$55 0.01% 146
2025
Q4 		$65.7K Buy
+15,233
New +$71.8K 0.01% 147

Other funds holding TMQ

BRWM
Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Pettinga Financial Advisors's TMQ Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its Trilogy Metals (TMQ) stake by 0.01% in Q3 2026, selling an estimated $3 and leaving 15,220 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #157.

Pettinga Financial Advisors first reported a position in TMQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $65.7K in Q4 2025. 7 funds tracked by Wall St. Rank hold TMQ as of Q3 2026.

  • Pettinga Financial Advisors held 15,220 shares of Trilogy Metals worth $47.2K as of Q3 2026.
  • Pettinga Financial Advisors sold 1 Trilogy Metals share in Q3 2026, an estimated $3.
  • Trilogy Metals made up 0.01% of Pettinga Financial Advisors's portfolio in Q3 2026, its #157 holding.
  • Pettinga Financial Advisors first reported a position in Trilogy Metals in Q4 2025 and has held it in 4 quarters since.
  • Pettinga Financial Advisors's Trilogy Metals position peaked at $65.7K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Trilogy Metals as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.