Cypress Wealth Services
FSM icon

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

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Cypress Wealth Services's FSM Position: Q3 2026 in Review

Cypress Wealth Services increased its Fortuna Silver Mines (FSM) stake by 0.3% in Q3 2026, buying an estimated $437 and bringing the position to 13,828 shares worth $155K. The position accounts for 0.02% of the portfolio, ranked #412.

Cypress Wealth Services first reported a position in FSM in Q4 2017 and has held it in 35 quarters since. The position peaked at $307K in Q4 2020. 92 funds tracked by Wall St. Rank hold FSM as of Q3 2026.

  • Cypress Wealth Services held 13,828 shares of Fortuna Silver Mines worth $155K as of Q3 2026.
  • Cypress Wealth Services bought 42 Fortuna Silver Mines shares in Q3 2026, an estimated $437.
  • Fortuna Silver Mines made up 0.02% of Cypress Wealth Services's portfolio in Q3 2026, its #412 holding.
  • Cypress Wealth Services first reported a position in Fortuna Silver Mines in Q4 2017 and has held it in 35 quarters since.
  • Cypress Wealth Services's Fortuna Silver Mines position peaked at $307K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.