AE Wealth Management’s Hecla Mining HL Stock Holding History

AE Wealth Management’s Portfolio HL Stock Details HL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$291K	Buy	18,837 +2	+0%	+$35	﹤0.01%	1504
2026 Q1	$351K	Buy	+18,835	New	+$424K	﹤0.01%	1295
2024 Q1	–	Sell	-40,122	Closed	-$160K	–	1512
2023 Q4	$160K	Buy	40,122 +21,747	+118%	+$96K	﹤0.01%	1909
2023 Q3	$71.8K	Sell	18,375 -896	-5%	-$4.29K	﹤0.01%	1869
2023 Q2	$99.2K	Buy	19,271 +740	+4%	+$4.23K	﹤0.01%	1809
2023 Q1	$117K	Buy	18,531 +4,271	+30%	+$24.5K	﹤0.01%	1778
2022 Q4	$79.3K	Buy	+14,260	New	+$70.8K	﹤0.01%	1733
2022 Q3	–	Sell	-13,455	Closed	-$53K	–	1802
2022 Q2	$53K	Hold	13,455	–	–	﹤0.01%	1669
2022 Q1	$88K	Hold	13,455	–	–	﹤0.01%	1617
2021 Q4	$70K	Sell	13,455 -81	-0.6%	-$453	﹤0.01%	1651
2021 Q3	$74K	Buy	13,536 +400	+3%	+$2.49K	﹤0.01%	1566
2021 Q2	$98K	Sell	13,136 -784	-6%	-$5.89K	﹤0.01%	1531
2021 Q1	$79K	Buy	13,920 +71	+0.5%	+$433	﹤0.01%	1445
2020 Q4	$90K	Buy	13,849 +721	+5%	+$3.84K	﹤0.01%	1314
2020 Q3	$67K	Buy	+13,128	New	+$69.4K	﹤0.01%	1225

Other funds holding HL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AE Wealth Management's HL Position: Q2 2026 in Review

AE Wealth Management increased its Hecla Mining (HL) stake by 0.01% in Q2 2026, buying an estimated $35 and bringing the position to 18,837 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

AE Wealth Management first reported a position in HL in Q3 2020 and has held it in 15 quarters since. The position peaked at $351K in Q1 2026. 588 funds tracked by Wall St. Rank hold HL as of Q2 2026.

AE Wealth Management held 18,837 shares of Hecla Mining worth $291K as of Q2 2026.
AE Wealth Management bought 2 Hecla Mining shares in Q2 2026, an estimated $35.
Hecla Mining made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1504 holding.
AE Wealth Management first reported a position in Hecla Mining in Q3 2020 and has held it in 15 quarters since.
AE Wealth Management's Hecla Mining position peaked at $351K in Q1 2026.
588 funds tracked by Wall St. Rank held Hecla Mining as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.