SFGP
WPM icon

Stonebridge Financial Group (Pennsylvania)’s Wheaton Precious Metals WPM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-32
Closed -$2.49K – 952
2025
Q1 		$2.49K Hold
32
– – ﹤0.01% 773
2024
Q4 		$1.81K Buy
+32
New +$1.98K ﹤0.01% 749

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s WPM Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Wheaton Precious Metals (WPM) in Q2 2025, closing a stake of 32 shares — an estimated $2.49K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in WPM in Q4 2024 and held it in 2 quarters. The position peaked at $2.49K in Q1 2025. 689 funds tracked by Wall St. Rank hold WPM as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Wheaton Precious Metals position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 32 Wheaton Precious Metals shares in Q2 2025, an estimated $2.49K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Wheaton Precious Metals in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Wheaton Precious Metals position peaked at $2.49K in Q1 2025.
  • 689 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.