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Trilogy Metals shares owned by UMA Financial Services

Quarter-by-quarter ownership of Trilogy Metals (TMQ) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Trilogy Metals

Tip: Access up to 7 years of quarterly data

All positions including Trilogy Metals held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trilogy Metals by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $464 132 3.52

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding Trilogy Metals

Electrum Group
Toroso Investments
TSP Capital Management Group
Old West Investment Management
Goehring & Rozencwajg Associates
ALPS Advisors
Marshall Wace
Susquehanna International
Citadel Advisors
Envestnet Asset Management
Point72 Asset Management
BlackRock
Morgan Stanley
Toronto-Dominion Bank
Goldman Sachs Group

View all funds holding Trilogy Metals