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Cypress Wealth Services’s Fortuna Silver Mines FSM Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-37,676
Closed -$240K – 354
2020
Q3 		$240K Buy
+37,676
New +$242K 0.06% 218

Other funds holding FSM

VanEck Associates
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Cypress Wealth Services's FSM Position: Q2 2026 in Review

Cypress Wealth Services reduced its Fortuna Silver Mines (FSM) stake by 5% in Q2 2026, selling an estimated $7.03K and leaving 13,786 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #419.

Cypress Wealth Services first reported a position in FSM in Q4 2017 and has held it in 34 quarters since. The position peaked at $307K in Q4 2020. 245 funds tracked by Wall St. Rank hold FSM as of Q2 2026.

  • Cypress Wealth Services held 13,786 shares of Fortuna Silver Mines worth $116K as of Q2 2026.
  • Cypress Wealth Services sold 725 Fortuna Silver Mines shares in Q2 2026, an estimated $7.03K.
  • Fortuna Silver Mines made up 0.01% of Cypress Wealth Services's portfolio in Q2 2026, its #419 holding.
  • Cypress Wealth Services first reported a position in Fortuna Silver Mines in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Fortuna Silver Mines position peaked at $307K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.