Trifecta Capital Advisors’s Newmont NEM Stock Holding History

Trifecta Capital Advisors’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 Q3	–	Sell	-3	Closed	-$281	–	424
2026 Q2	$281	Sell	3 -5	-63%	-$545	﹤0.01%	449
2026 Q1	$866	Buy	+8	New	+$922	﹤0.01%	266
2025 Q4	–	Sell	-26	Closed	-$2.19K	–	385
2025 Q3	$2.19K	Hold	26	–	–	﹤0.01%	325
2025 Q2	$1.52K	Buy	26 +8	+44%	+$427	﹤0.01%	377
2025 Q1	$870	Hold	18	–	–	﹤0.01%	391
2024 Q4	$670	Hold	18	–	–	﹤0.01%	392
2024 Q3	$963	Hold	18	–	–	﹤0.01%	379
2024 Q2	$754	Hold	18	–	–	﹤0.01%	397
2024 Q1	$646	Hold	18	–	–	﹤0.01%	400
2023 Q4	$746	Sell	18 -7	-28%	-$270	﹤0.01%	416
2023 Q3	$924	Hold	25	–	–	﹤0.01%	377
2023 Q2	$1.07K	Sell	25 -1,500	-98%	-$68.1K	﹤0.01%	366
2023 Q1	$74.8K	Hold	1,525	–	–	0.03%	124
2022 Q4	$72K	Buy	+1,525	New	+$68.1K	0.03%	113

Other funds holding NEM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Trifecta Capital Advisors's NEM Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Newmont (NEM) in Q3 2026, closing a stake of 3 shares — an estimated $281 sold.

Trifecta Capital Advisors first reported a position in NEM in Q4 2022 and held it in 14 quarters. The position peaked at $74.8K in Q1 2023. 1,390 funds tracked by Wall St. Rank hold NEM as of Q3 2026.

Trifecta Capital Advisors reported no remaining Newmont position as of Q3 2026 after selling out during the quarter.
Trifecta Capital Advisors sold 3 Newmont shares in Q3 2026, an estimated $281.
Trifecta Capital Advisors first reported a position in Newmont in Q4 2022 and held it in 14 quarters.
Trifecta Capital Advisors's Newmont position peaked at $74.8K in Q1 2023.
1,390 funds tracked by Wall St. Rank held Newmont as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.