Compass Financial Management’s Hecla Mining HL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$130K Sell
7,660
-1,940
-20% -$34.1K 0.01% 551
2026
Q2
$148K Buy
+9,600
New +$169K 0.02% 478

Other funds holding HL

Compass Financial Management's HL Position: Q3 2026 in Review

Compass Financial Management reduced its Hecla Mining (HL) stake by 20% in Q3 2026, selling an estimated $34.1K and leaving 7,660 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #551.

Compass Financial Management first reported a position in HL in Q2 2026 and has held it in 2 quarters since. The position peaked at $148K in Q2 2026. 484 funds tracked by Wall St. Rank hold HL as of Q3 2026.

  • Compass Financial Management held 7,660 shares of Hecla Mining worth $130K as of Q3 2026.
  • Compass Financial Management sold 1,940 Hecla Mining shares in Q3 2026, an estimated $34.1K.
  • Hecla Mining made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #551 holding.
  • Compass Financial Management first reported a position in Hecla Mining in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Hecla Mining position peaked at $148K in Q2 2026.
  • 484 funds tracked by Wall St. Rank held Hecla Mining as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.