Cardinal Point Capital Management’s Fortuna Silver Mines FSM Stock Holding History

Cardinal Point Capital Management’s Portfolio FSM Stock Details FSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$217K	Hold	19,275	–	–	0.01%	267
2026 Q2	$163K	Sell	19,275 -3,375	-15%	-$32.7K	0.01%	290
2026 Q1	$225K	Sell	22,650 -6,100	-21%	-$66.1K	0.01%	268
2025 Q4	$282K	Sell	28,750 -7,700	-21%	-$69.3K	0.02%	211
2025 Q3	$326K	Sell	36,450 -4,500	-11%	-$32.8K	0.02%	198
2025 Q2	$267K	Sell	40,950 -22,550	-36%	-$140K	0.02%	194
2025 Q1	$386K	Buy	+63,500	New	+$316K	0.04%	134

Other funds holding FSM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Global Strategic Management San Juan, Puerto Rico $132M AUM 21.45% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Cardinal Point Capital Management's FSM Position: Q3 2026 in Review

Cardinal Point Capital Management held its Fortuna Silver Mines (FSM) position steady in Q3 2026 at 19,275 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #267.

Cardinal Point Capital Management first reported a position in FSM in Q1 2025 and has held it in 7 quarters since. The position peaked at $386K in Q1 2025. 29 funds tracked by Wall St. Rank hold FSM as of Q3 2026.

Cardinal Point Capital Management held 19,275 shares of Fortuna Silver Mines worth $217K as of Q3 2026.
Cardinal Point Capital Management left its Fortuna Silver Mines share count unchanged in Q3 2026.
Fortuna Silver Mines made up 0.01% of Cardinal Point Capital Management's portfolio in Q3 2026, its #267 holding.
Cardinal Point Capital Management first reported a position in Fortuna Silver Mines in Q1 2025 and has held it in 7 quarters since.
Cardinal Point Capital Management's Fortuna Silver Mines position peaked at $386K in Q1 2025.
29 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q3 2026.

Based on Cardinal Point Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.