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Plan Group Financial’s Newmont NEM Stock Holding History

Plan Group 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 		$541K Hold
5,000
– – 0.13% 121
2025
Q4 		$499K Sell
5,000
-2,064
-29% -$186K 0.13% 117
2025
Q3 		$596K Buy
+7,064
New +$493K 0.16% 110

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 1-Year Est. Return

Plan Group Financial's NEM Position: Q1 2026 in Review

Plan Group Financial held its Newmont (NEM) position steady in Q1 2026 at 5,000 shares worth $541K. The position accounts for 0.13% of the portfolio, ranked #121.

Plan Group Financial first reported a position in NEM in Q3 2025 and has held it in 3 quarters since. The position peaked at $596K in Q3 2025. 1,828 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Plan Group Financial held 5,000 shares of Newmont worth $541K as of Q1 2026.
  • Plan Group Financial left its Newmont share count unchanged in Q1 2026.
  • Newmont made up 0.13% of Plan Group Financial's portfolio in Q1 2026, its #121 holding.
  • Plan Group Financial first reported a position in Newmont in Q3 2025 and has held it in 3 quarters since.
  • Plan Group Financial's Newmont position peaked at $596K in Q3 2025.
  • 1,828 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.