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Roxbury Financial’s Critical Metals Corp CRML Stock Holding History

Roxbury Financial’s Portfolio CRML Stock Details CRML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-60
Closed -$476 – 430
2026
Q1 		$476 Buy
+60
New +$691 ﹤0.01% 379

Other funds holding CRML

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Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

Roxbury Financial's CRML Position: Q2 2026 in Review

Roxbury Financial sold out of Critical Metals Corp (CRML) in Q2 2026, closing a stake of 60 shares — an estimated $476 sold.

Roxbury Financial first reported a position in CRML in Q1 2026 and held it in 1 quarter. The position peaked at $476 in Q1 2026. 30 funds tracked by Wall St. Rank hold CRML as of Q2 2026.

  • Roxbury Financial reported no remaining Critical Metals Corp position as of Q2 2026 after selling out during the quarter.
  • Roxbury Financial sold 60 Critical Metals Corp shares in Q2 2026, an estimated $476.
  • Roxbury Financial first reported a position in Critical Metals Corp in Q1 2026 and held it in 1 quarter.
  • Roxbury Financial's Critical Metals Corp position peaked at $476 in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Critical Metals Corp as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.