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Synergy Financial Group’s Wheaton Precious Metals WPM Stock Holding History

Synergy Financial Group’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
2026
Q1 		$300K Hold
2,292
– – 0.23% 89
2025
Q4 		$269K Hold
2,292
– – 0.19% 95
2025
Q3 		$256K Hold
2,292
– – 0.17% 102
2025
Q2 		$206K Buy
+2,292
New +$193K 0.15% 109

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Synergy Financial Group's WPM Position: Q1 2026 in Review

Synergy Financial Group held its Wheaton Precious Metals (WPM) position steady in Q1 2026 at 2,292 shares worth $300K. The position accounts for 0.23% of the portfolio, ranked #89.

Synergy Financial Group first reported a position in WPM in Q2 2025 and has held it in 4 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Synergy Financial Group held 2,292 shares of Wheaton Precious Metals worth $300K as of Q1 2026.
  • Synergy Financial Group left its Wheaton Precious Metals share count unchanged in Q1 2026.
  • Wheaton Precious Metals made up 0.23% of Synergy Financial Group's portfolio in Q1 2026, its #89 holding.
  • Synergy Financial Group first reported a position in Wheaton Precious Metals in Q2 2025 and has held it in 4 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.