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BOLTON SECURITIES CORPORATION’s Idaho Strategic Resources IDR Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$221K Hold
7,894
– – 0.01% 861
2026
Q2 		$259K Hold
7,894
– – 0.01% 815
2026
Q1 		$254K Buy
+7,894
New +$306K 0.01% 741
2025
Q3 		$267K Buy
+7,894
New +$186K 0.01% 670

Other funds holding IDR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Navellier & Associates
Navellier & Associates Reno, Nevada $1.2B AUM 68.5% 1-Year Est. Return
JW Asset Management
JW Asset Management Miami Beach, Florida $240M AUM 83.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IDR Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Idaho Strategic Resources (IDR) position steady in Q3 2026 at 7,894 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #861.

BOLTON SECURITIES CORPORATION first reported a position in IDR in Q3 2025 and has held it in 4 quarters since. The position peaked at $267K in Q3 2025. 71 funds tracked by Wall St. Rank hold IDR as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 7,894 shares of Idaho Strategic Resources worth $221K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Idaho Strategic Resources share count unchanged in Q3 2026.
  • Idaho Strategic Resources made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #861 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Idaho Strategic Resources in Q3 2025 and has held it in 4 quarters since.
  • BOLTON SECURITIES CORPORATION's Idaho Strategic Resources position peaked at $267K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.