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B. Riley Wealth Advisors’s Coeur Mining CDE Stock Holding History

B. Riley Wealth Advisors’s Portfolio CDE Stock Details CDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.08M Buy
232,078
+701
+0.3% +$12.7K 0.16% 132
2026
Q2 		$3.78M Sell
231,377
-203
-0.1% -$3.7K 0.2% 112
2026
Q1 		$3.82M Buy
231,580
+2,895
+1% +$63K 0.24% 97
2025
Q4 		$4.08M Buy
228,685
+4,197
+2% +$73K 0.19% 117
2025
Q3 		$4.21M Buy
224,488
+25,941
+13% +$318K 0.19% 108
2025
Q2 		$1.76M Buy
198,547
+5,842
+3% +$42.5K 0.08% 233
2025
Q1 		$1.14M Buy
192,705
+91,355
+90% +$564K 0.03% 470
2024
Q4 		$580K Sell
101,350
-166
-0.2% -$1.07K 0.02% 642
2024
Q3 		$708K Hold
101,516
– – 0.02% 606
2024
Q2 		$571K Buy
101,516
+300
+0.3% +$1.55K 0.01% 757
2024
Q1 		$225K Buy
101,216
+7,000
+7% +$20.2K 0.01% 1203
2023
Q4 		$307K Sell
94,216
-7,000
-7% -$19.1K 0.01% 1046
2023
Q3 		$225K Sell
101,216
-58,731
-37% -$153K 0.01% 1203
2023
Q2 		$454K Buy
159,947
+62,731
+65% +$213K 0.01% 899
2023
Q1 		$388K Buy
97,216
+55,050
+131% +$191K 0.01% 927
2022
Q4 		$142K Sell
42,166
-81,370
-66% -$289K ﹤0.01% 1322
2022
Q3 		$423K Buy
123,536
+23,526
+24% +$69.8K 0.01% 831
2022
Q2 		$305K Hold
100,010
– – 0.01% 873
2022
Q1 		$446K Buy
100,010
+1,000
+1% +$4.77K 0.01% 812
2021
Q4 		$500K Hold
99,010
– – 0.01% 806
2021
Q3 		$611K Buy
99,010
+4,000
+4% +$28.4K 0.02% 693
2021
Q2 		$844K Buy
95,010
+5,000
+6% +$48.2K 0.03% 573
2021
Q1 		$813K Sell
90,010
-2,501
-3% -$23.2K 0.03% 545
2020
Q4 		$958K Sell
92,511
-190
-0.2% -$1.56K 0.05% 342
2020
Q3 		$685K Buy
92,701
+2,500
+3% +$18.8K 0.04% 421
2020
Q2 		$459K Buy
90,201
+201
+0.2% +$915 0.03% 487
2020
Q1 		$289K Buy
90,000
+10,500
+13% +$54.6K 0.02% 548
2019
Q4 		$643K Buy
+79,500
New +$490K 0.05% 346
2015
Q1 		– Sell
-2,500
Closed -$13K – 778
2014
Q4 		$13K Buy
+2,500
New +$11.1K ﹤0.01% 2728
2014
Q3 		– Sell
-608
Closed -$5.58K – 834
2014
Q2 		$5.58K Buy
+608
New +$5K ﹤0.01% 1999

Other funds holding CDE

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

B. Riley Wealth Advisors's CDE Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its Coeur Mining (CDE) stake by 0.3% in Q3 2026, buying an estimated $12.7K and bringing the position to 232,078 shares worth $4.08M. The position accounts for 0.16% of the portfolio, ranked #132.

B. Riley Wealth Advisors first reported a position in CDE in Q2 2014 and has held it in 30 quarters since. The position peaked at $4.21M in Q3 2025. 35 funds tracked by Wall St. Rank hold CDE as of Q3 2026.

  • B. Riley Wealth Advisors held 232,078 shares of Coeur Mining worth $4.08M as of Q3 2026.
  • B. Riley Wealth Advisors bought 701 Coeur Mining shares in Q3 2026, an estimated $12.7K.
  • Coeur Mining made up 0.16% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #132 holding.
  • B. Riley Wealth Advisors first reported a position in Coeur Mining in Q2 2014 and has held it in 30 quarters since.
  • B. Riley Wealth Advisors's Coeur Mining position peaked at $4.21M in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.