Picton Mahoney Asset Management’s Franco-Nevada FNV Stock Holding History

Picton Mahoney Asset Management’s Portfolio FNV Stock Details FNV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$166M	Buy	796,135 +36,846	+5%	+$8.59M	1.23%	15
2026 Q1	$188M	Buy	759,289 +128,586	+20%	+$31.8M	1.39%	12
2025 Q4	$131M	Buy	630,703 +39,497	+7%	+$8.01M	1.01%	15
2025 Q3	$132M	Buy	591,206 +98,171	+20%	+$17.7M	1.19%	14
2025 Q2	$80.6M	Buy	+493,035	New	+$81.6M	0.83%	22

Other funds holding FNV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Picton Mahoney Asset Management's FNV Position: Q2 2026 in Review

Picton Mahoney Asset Management increased its Franco-Nevada (FNV) stake by 4.9% in Q2 2026, buying an estimated $8.59M and bringing the position to 796,135 shares worth $166M. The position accounts for 1.23% of the portfolio, ranked #15.

Picton Mahoney Asset Management first reported a position in FNV in Q2 2025 and has held it in 5 quarters since. The position peaked at $188M in Q1 2026. 664 funds tracked by Wall St. Rank hold FNV as of Q2 2026.

Picton Mahoney Asset Management held 796,135 shares of Franco-Nevada worth $166M as of Q2 2026.
Picton Mahoney Asset Management bought 36,846 Franco-Nevada shares in Q2 2026, an estimated $8.59M.
Franco-Nevada made up 1.23% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #15 holding.
Picton Mahoney Asset Management first reported a position in Franco-Nevada in Q2 2025 and has held it in 5 quarters since.
Picton Mahoney Asset Management's Franco-Nevada position peaked at $188M in Q1 2026.
664 funds tracked by Wall St. Rank held Franco-Nevada as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.