SteelPeak Wealth
PLG icon

SteelPeak Wealth’s Platinum Group Metals PLG Stock Holding History

SteelPeak Wealth’s Portfolio PLG Stock Details PLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$56.7K Hold
45,000
– – ﹤0.01% 684
2026
Q2 		$60.8K Hold
45,000
– – ﹤0.01% 627
2026
Q1 		$79.6K Buy
+45,000
New +$109K ﹤0.01% 559

Other funds holding PLG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Total Wealth Planning & Management
Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return
Targeted Financial Services
Targeted Financial Services Seminole, Florida $136M AUM 10.98% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

SteelPeak Wealth's PLG Position: Q3 2026 in Review

SteelPeak Wealth held its Platinum Group Metals (PLG) position steady in Q3 2026 at 45,000 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

SteelPeak Wealth first reported a position in PLG in Q1 2026 and has held it in 3 quarters since. The position peaked at $79.6K in Q1 2026. 11 funds tracked by Wall St. Rank hold PLG as of Q3 2026.

  • SteelPeak Wealth held 45,000 shares of Platinum Group Metals worth $56.7K as of Q3 2026.
  • SteelPeak Wealth left its Platinum Group Metals share count unchanged in Q3 2026.
  • Platinum Group Metals made up ﹤0.01% of SteelPeak Wealth's portfolio in Q3 2026, its #684 holding.
  • SteelPeak Wealth first reported a position in Platinum Group Metals in Q1 2026 and has held it in 3 quarters since.
  • SteelPeak Wealth's Platinum Group Metals position peaked at $79.6K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Platinum Group Metals as of Q3 2026.

Based on SteelPeak Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.