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United Financial Planning Group’s Agnico Eagle Mines AEM Stock Holding History

United Financial Planning Group’s Portfolio AEM Stock Details AEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157K Buy
+1,010
New +$187K 0.08% 59
2026
Q1 		– Sell
-1,010
Closed -$171K – 465
2025
Q4 		$171K Hold
1,010
– – 0.1% 59
2025
Q3 		$170K Buy
+1,010
New +$139K 0.11% 51

Other funds holding AEM

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Financial Planning Group's AEM Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Agnico Eagle Mines (AEM) in Q2 2026: 1,010 shares worth $157K. The stake represents 0.08% of the portfolio and ranks #59 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in AEM as recently as Q4 2025.

United Financial Planning Group first reported a position in AEM in Q3 2025 and has held it in 3 quarters since. The position peaked at $171K in Q4 2025. 1,053 funds tracked by Wall St. Rank hold AEM as of Q2 2026.

  • United Financial Planning Group held 1,010 shares of Agnico Eagle Mines worth $157K as of Q2 2026.
  • Agnico Eagle Mines was a new United Financial Planning Group position in Q2 2026.
  • Agnico Eagle Mines made up 0.08% of United Financial Planning Group's portfolio in Q2 2026, its #59 holding.
  • United Financial Planning Group first reported a position in Agnico Eagle Mines in Q3 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Agnico Eagle Mines position peaked at $171K in Q4 2025.
  • 1,053 funds tracked by Wall St. Rank held Agnico Eagle Mines as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.