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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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
TFIAP
Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland $46.6M AUM 51.22% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
KPPF
Klein Pavlis & Peasley Financial Irvine, California $192M AUM 32.95% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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. 45 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.
  • 45 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.