Root Financial Partners
NEM icon

Root Financial Partners’s Newmont NEM Stock Holding History

Root Financial Partners’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
Q3 		$438K Buy
3,801
+1,259
+50% +$141K 0.01% 243
2026
Q2 		$237K Sell
2,542
-573
-18% -$62.4K 0.01% 347
2026
Q1 		$337K Buy
3,115
+1,651
+113% +$190K 0.02% 232
2025
Q4 		$146K Sell
1,464
-124
-8% -$11.2K 0.01% 354
2025
Q3 		$134K Buy
+1,588
New +$111K 0.01% 355

Other funds holding NEM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's NEM Position: Q3 2026 in Review

Root Financial Partners increased its Newmont (NEM) stake by 50% in Q3 2026, buying an estimated $141K and bringing the position to 3,801 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #243.

Root Financial Partners first reported a position in NEM in Q3 2025 and has held it in 5 quarters since. 1,390 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

  • Root Financial Partners held 3,801 shares of Newmont worth $438K as of Q3 2026.
  • Root Financial Partners bought 1,259 Newmont shares in Q3 2026, an estimated $141K.
  • Newmont made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #243 holding.
  • Root Financial Partners first reported a position in Newmont in Q3 2025 and has held it in 5 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.