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Burkett Financial Services’s Coeur Mining CDE Stock Holding History

Burkett Financial Services’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 		$22K Buy
+1,250
New +$22.7K 0.01% 238

Other funds holding CDE

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
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Burkett Financial Services's CDE Position: Q3 2026 in Review

Burkett Financial Services opened a new position in Coeur Mining (CDE) in Q3 2026: 1,250 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #238 among its holdings.

24 funds tracked by Wall St. Rank hold CDE as of Q3 2026.

  • Burkett Financial Services held 1,250 shares of Coeur Mining worth $22K as of Q3 2026.
  • Coeur Mining was a new Burkett Financial Services position in Q3 2026.
  • Coeur Mining made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #238 holding.
  • 24 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.