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Concurrent Investment Advisors’s Coeur Mining CDE Stock Holding History

Concurrent Investment 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
Q2 		$893K Buy
54,712
+12,865
+31% +$234K 0.01% 1065
2026
Q1 		$785K Sell
41,847
-4,935
-11% -$107K 0.01% 986
2025
Q4 		$834K Buy
+46,782
New +$813K 0.01% 915

Other funds holding CDE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concurrent Investment Advisors's CDE Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Coeur Mining (CDE) stake by 31% in Q2 2026, buying an estimated $234K and bringing the position to 54,712 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #1065.

Concurrent Investment Advisors first reported a position in CDE in Q4 2025 and has held it in 3 quarters since. 683 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

  • Concurrent Investment Advisors held 54,712 shares of Coeur Mining worth $893K as of Q2 2026.
  • Concurrent Investment Advisors bought 12,865 Coeur Mining shares in Q2 2026, an estimated $234K.
  • Coeur Mining made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1065 holding.
  • Concurrent Investment Advisors first reported a position in Coeur Mining in Q4 2025 and has held it in 3 quarters since.
  • 683 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.