Sowell Financial Services’s Trilogy Metals TMQ Stock Holding History

Sowell Financial Services’s Portfolio TMQ Stock Details TMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$31K	Buy	+10,000	New	+$33.7K	﹤0.01%	1192

Other funds holding TMQ

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Targeted Financial Services Seminole, Florida $136M AUM 10.98% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

BRWM

Blue Rock Wealth Management Winston-Salem, North Carolina $167M AUM 18.21% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Sowell Financial Services's TMQ Position: Q3 2026 in Review

Sowell Financial Services opened a new position in Trilogy Metals (TMQ) in Q3 2026: 10,000 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #1192 among its holdings.

14 funds tracked by Wall St. Rank hold TMQ as of Q3 2026.

Sowell Financial Services held 10,000 shares of Trilogy Metals worth $31K as of Q3 2026.
Trilogy Metals was a new Sowell Financial Services position in Q3 2026.
Trilogy Metals made up ﹤0.01% of Sowell Financial Services's portfolio in Q3 2026, its #1192 holding.
14 funds tracked by Wall St. Rank held Trilogy Metals as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.