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Synergy Asset Management’s McEwen Inc MUX Stock Holding History

Synergy Asset Management’s Portfolio MUX Stock Details MUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.5M Sell
610,117
-121,743
-17% -$2.89M 1.32% 20
2025
Q4 		$13.5M Buy
+731,860
New +$13.6M 1.41% 19

Other funds holding MUX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Synergy Asset Management's MUX Position: Q1 2026 in Review

Synergy Asset Management reduced its McEwen Inc (MUX) stake by 17% in Q1 2026, selling an estimated $2.89M and leaving 610,117 shares worth $12.5M. The position accounts for 1.32% of the portfolio, ranked #20.

Synergy Asset Management first reported a position in MUX in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.5M in Q4 2025. 153 funds tracked by Wall St. Rank hold MUX as of Q1 2026.

  • Synergy Asset Management held 610,117 shares of McEwen Inc worth $12.5M as of Q1 2026.
  • Synergy Asset Management sold 121,743 McEwen Inc shares in Q1 2026, an estimated $2.89M.
  • McEwen Inc made up 1.32% of Synergy Asset Management's portfolio in Q1 2026, its #20 holding.
  • Synergy Asset Management first reported a position in McEwen Inc in Q4 2025 and has held it in 2 quarters since.
  • Synergy Asset Management's McEwen Inc position peaked at $13.5M in Q4 2025.
  • 153 funds tracked by Wall St. Rank held McEwen Inc as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.