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Symphony Financial’s Newmont NEM Stock Holding History

Symphony Financial’s Portfolio NEM Stock Details NEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$290K Sell
3,085
-480
-13% -$52.3K 0.03% 268
2026
Q1 		$384K Buy
3,565
+883
+33% +$102K 0.05% 196
2025
Q4 		$268K Buy
+2,682
New +$242K 0.04% 237

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Symphony Financial's NEM Position: Q2 2026 in Review

Symphony Financial reduced its Newmont (NEM) stake by 13% in Q2 2026, selling an estimated $52.3K and leaving 3,085 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #268.

Symphony Financial first reported a position in NEM in Q4 2025 and has held it in 3 quarters since. The position peaked at $384K in Q1 2026. 1,787 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

  • Symphony Financial held 3,085 shares of Newmont worth $290K as of Q2 2026.
  • Symphony Financial sold 480 Newmont shares in Q2 2026, an estimated $52.3K.
  • Newmont made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #268 holding.
  • Symphony Financial first reported a position in Newmont in Q4 2025 and has held it in 3 quarters since.
  • Symphony Financial's Newmont position peaked at $384K in Q1 2026.
  • 1,787 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.