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Concurrent Investment Advisors’s Hecla Mining HL Stock Holding History

Concurrent Investment Advisors’s Portfolio HL Stock Details HL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$274K Sell
17,762
-18,689
-51% -$328K ﹤0.01% 1746
2026
Q1 		$679K Sell
36,451
-25,158
-41% -$566K 0.01% 1075
2025
Q4 		$1.18M Buy
+61,609
New +$941K 0.01% 757

Other funds holding HL

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Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Hecla Mining (HL) stake by 51% in Q2 2026, selling an estimated $328K and leaving 17,762 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Concurrent Investment Advisors first reported a position in HL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q4 2025. 220 funds tracked by Wall St. Rank hold HL as of Q2 2026.

  • Concurrent Investment Advisors held 17,762 shares of Hecla Mining worth $274K as of Q2 2026.
  • Concurrent Investment Advisors sold 18,689 Hecla Mining shares in Q2 2026, an estimated $328K.
  • Hecla Mining made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1746 holding.
  • Concurrent Investment Advisors first reported a position in Hecla Mining in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Hecla Mining position peaked at $1.18M in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Hecla Mining as of Q2 2026.

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