CI
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CX Institutional’s Coeur Mining CDE Stock Holding History

CX Institutional’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 		$10K Buy
+547
New +$9.93K ﹤0.01% 1348
2026
Q2 		– Sell
-100
Closed -$2K – 1579
2026
Q1 		$2K Sell
100
-450
-82% -$9.79K ﹤0.01% 1444
2025
Q4 		$10K Buy
+550
New +$9.56K ﹤0.01% 1191

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

CX Institutional's CDE Position: Q3 2026 in Review

CX Institutional opened a new position in Coeur Mining (CDE) in Q3 2026: 547 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1348 among its holdings. This is a return to the name: CX Institutional previously reported a position in CDE as recently as Q1 2026.

CX Institutional first reported a position in CDE in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold CDE as of Q3 2026.

  • CX Institutional held 547 shares of Coeur Mining worth $10K as of Q3 2026.
  • Coeur Mining was a new CX Institutional position in Q3 2026.
  • Coeur Mining made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1348 holding.
  • CX Institutional first reported a position in Coeur Mining in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.