Position in HMY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,319,117
-$685,504 QoQ
Shares Held
150,886
-0.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HMY Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Mar 31, 2026Summit Financial, LLC holds $50,109,889 across 11 Gold names. HMY ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
241,389 | $31,624,372 | |
| 2 | SA |
Seabridge Gold Inc
|
145,062 | $4,111,057 | |
| 3 | B |
Barrick Mining Corp
|
88,347 | $3,603,674 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
16,093 | $3,266,557 | |
| 5 | HMY |
Harmony Gold Mining Co Ltd
This page
|
150,886 | $2,319,117 | |
| 6 | NEM |
NEWMONT Corp /DE/
|
16,487 | $1,784,717 | |
| 7 | PAAS |
Pan American Silver Corp
|
16,059 | $877,303 | |
| 8 | KGC |
Kinross Gold Corp
|
27,763 | $847,326 |
All Filings in HMY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,319,117 | 150,886 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,004,621 | 150,986 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,742,210 | 151,086 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,113,465 | 151,286 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,217,508 | 150,136 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,232,616 | 150,136 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||