Smallwood Wealth Investment Management’s Triple Flag Precious Metals TFPM Stock Holding History

Smallwood Wealth Investment Management’s Portfolio TFPM Stock Details TFPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$869	Hold	29	–	–	﹤0.01%	443
2026 Q1	$1.01K	Hold	29	–	–	﹤0.01%	433
2025 Q4	$963	Hold	29	–	–	﹤0.01%	433
2025 Q3	$848	Hold	29	–	–	﹤0.01%	442
2025 Q2	$687	Hold	29	–	–	﹤0.01%	484
2025 Q1	$555	Buy	+29	New	+$495	﹤0.01%	435

Other funds holding TFPM

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

MWM

McAlvany Wealth Management Durango, Colorado $134M AUM

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

MIM

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

CCMG

Connecticut Capital Management Group Milford, Connecticut $124M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Smallwood Wealth Investment Management's TFPM Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Triple Flag Precious Metals (TFPM) position steady in Q2 2026 at 29 shares worth $869. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Smallwood Wealth Investment Management first reported a position in TFPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.01K in Q1 2026. 36 funds tracked by Wall St. Rank hold TFPM as of Q2 2026.

Smallwood Wealth Investment Management held 29 shares of Triple Flag Precious Metals worth $869 as of Q2 2026.
Smallwood Wealth Investment Management left its Triple Flag Precious Metals share count unchanged in Q2 2026.
Triple Flag Precious Metals made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #443 holding.
Smallwood Wealth Investment Management first reported a position in Triple Flag Precious Metals in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Triple Flag Precious Metals position peaked at $1.01K in Q1 2026.
36 funds tracked by Wall St. Rank held Triple Flag Precious Metals as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.