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 Q2	$1.72M	Sell	18,441 -3,886	-17%	-$423K	0.01%	207
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Phoenix Financial's NEM Position: Q2 2026 in Review

Phoenix Financial reduced its Newmont (NEM) stake by 17% in Q2 2026, selling an estimated $423K and leaving 18,441 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #207.

Phoenix Financial first reported a position in NEM in Q3 2019 and has held it in 16 quarters since. The position peaked at $31M in Q4 2019. 1,788 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Phoenix Financial held 18,441 shares of Newmont worth $1.72M as of Q2 2026.
Phoenix Financial sold 3,886 Newmont shares in Q2 2026, an estimated $423K.
Newmont made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #207 holding.
Phoenix Financial first reported a position in Newmont in Q3 2019 and has held it in 16 quarters since.
Phoenix Financial's Newmont position peaked at $31M in Q4 2019.
1,788 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.