Position in FNV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$315,578
-$49,314 QoQ
Shares Held
1,514
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#452
of 658 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in FNV Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $30,809,859 across 11 Gold names. FNV ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
273,421 | $25,537,521 | |
| 2 | SSRM |
Ssr Mining Inc.
|
51,457 | $1,455,203 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
9,685 | $1,087,819 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
4,116 | $638,515 | |
| 5 | RGLD |
Royal Gold Inc
|
2,356 | $470,281 | |
| 6 | B |
Barrick Mining Corp
|
11,378 | $417,913 | |
| 7 | FNV |
FRANCO NEVADA Corp
This page
|
1,514 | $315,578 | |
| 8 | KGC |
Kinross Gold Corp
|
13,303 | $314,216 |
All Filings in FNV
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,578 | 1,514 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $364,892 | 1,477 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $340,768 | 1,644 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $397,833 | 2,427 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $336,075 | 2,133 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $249,055 | 2,118 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $271,237 | 2,183 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $237,988 | 2,008 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $239,273 | 2,008 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $222,506 | 2,008 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $268,047 | 2,008 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $286,341 | 15,651 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,976 | 53,600 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $276,235 | 2,024 | Shares | Sole | 2023-06-12 | |
| 2022-03-31 | $208,652 | 1,308 | Shares | Sole | 2022-05-20 | |
| 2020-12-31 | $223,087 | 1,780 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $248,452 | 1,780 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $259,000 | 0 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||