Stonebridge Financial Group, LLC/CA’s Wheaton Precious Metals WPM Stock Holding History

Stonebridge Financial Group, LLC/CA’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 Q2	$2.76M	Buy	+24,539	New	+$3.19M	0.38%	57

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Stonebridge Financial Group, LLC/CA's WPM Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Wheaton Precious Metals (WPM) in Q2 2026: 24,539 shares worth $2.76M. The stake represents 0.38% of the portfolio and ranks #57 among its holdings.

682 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 24,539 shares of Wheaton Precious Metals worth $2.76M as of Q2 2026.
Wheaton Precious Metals was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Wheaton Precious Metals made up 0.38% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #57 holding.
682 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.