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Phoenix Financial’s Newmont NEM Stock Holding History

Phoenix Financial’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
Q1 		$2.44M Buy
22,327
+4,174
+23% +$481K 0.02% 154
2025
Q4 		$1.81M Sell
18,153
-1,498
-8% -$135K 0.02% 186
2025
Q3 		$1.66M Buy
19,651
+3,452
+21% +$241K 0.02% 197
2025
Q2 		$943K Buy
16,199
+4,661
+40% +$249K 0.01% 241
2025
Q1 		$559K Buy
11,538
+870
+8% +$38.2K 0.01% 251
2024
Q4 		$397K Buy
10,668
+2,807
+36% +$128K 0.01% 279
2024
Q3 		$421K Buy
7,861
+1,449
+23% +$72K 0.01% 264
2024
Q2 		$268K Buy
6,412
+108
+2% +$4.42K ﹤0.01% 298
2024
Q1 		$226K Buy
6,304
+969
+18% +$33.4K ﹤0.01% 365
2023
Q4 		$230K Buy
+5,335
New +$206K ﹤0.01% 291
2020
Q4 		– Sell
-20,000
Closed -$1.2M – 409
2020
Q3 		$1.2M Hold
20,000
– – 0.05% 181
2020
Q2 		$1.17M Sell
20,000
-11,540
-37% -$683K 0.05% 193
2020
Q1 		$1.4M Sell
31,540
-686,460
-96% -$31M 0.07% 181
2019
Q4 		$31M Hold
718,000
– – 1.3% 20
2019
Q3 		$26M Buy
+718,000
New +$27.9M 1.23% 26

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Phoenix Financial's NEM Position: Q1 2026 in Review

Phoenix Financial increased its Newmont (NEM) stake by 23% in Q1 2026, buying an estimated $481K and bringing the position to 22,327 shares worth $2.44M. The position accounts for 0.02% of the portfolio, ranked #154.

Phoenix Financial first reported a position in NEM in Q3 2019 and has held it in 15 quarters since. The position peaked at $31M in Q4 2019. 1,834 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Phoenix Financial held 22,327 shares of Newmont worth $2.44M as of Q1 2026.
  • Phoenix Financial bought 4,174 Newmont shares in Q1 2026, an estimated $481K.
  • Newmont made up 0.02% of Phoenix Financial's portfolio in Q1 2026, its #154 holding.
  • Phoenix Financial first reported a position in Newmont in Q3 2019 and has held it in 15 quarters since.
  • Phoenix Financial's Newmont position peaked at $31M in Q4 2019.
  • 1,834 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.