Total Wealth Planning & Management’s Platinum Group Metals PLG Stock Holding History

Total Wealth Planning & Management’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 Q1	$114K	Buy	64,580 +500	+0.8%	+$1.21K	0.08%	194
2025 Q4	$151K	Buy	+64,080	New	+$155K	0.11%	200
2025 Q2	$124K	Buy	81,000 +1,600	+2%	+$2.14K	0.1%	201
2025 Q1	$98.5K	Sell	79,400 -800	-1%	-$1.03K	0.09%	187
2024 Q4	$103K	Buy	+80,200	New	+$129K	0.09%	182

Other funds holding PLG

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Total Wealth Planning & Management's PLG Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Platinum Group Metals (PLG) stake by 0.78% in Q1 2026, buying an estimated $1.21K and bringing the position to 64,580 shares worth $114K. The position accounts for 0.08% of the portfolio, ranked #194.

Total Wealth Planning & Management first reported a position in PLG in Q4 2024 and has held it in 5 quarters since. The position peaked at $151K in Q4 2025. 70 funds tracked by Wall St. Rank hold PLG as of Q1 2026.

Total Wealth Planning & Management held 64,580 shares of Platinum Group Metals worth $114K as of Q1 2026.
Total Wealth Planning & Management bought 500 Platinum Group Metals shares in Q1 2026, an estimated $1.21K.
Platinum Group Metals made up 0.08% of Total Wealth Planning & Management's portfolio in Q1 2026, its #194 holding.
Total Wealth Planning & Management first reported a position in Platinum Group Metals in Q4 2024 and has held it in 5 quarters since.
Total Wealth Planning & Management's Platinum Group Metals position peaked at $151K in Q4 2025.
70 funds tracked by Wall St. Rank held Platinum Group Metals as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.