DT
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Diversified Trust’s Coeur Mining CDE Stock Holding History

Diversified Trust’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
Q2 		– Sell
-125,692
Closed -$2.36M – 1134
2026
Q1 		$2.36M Buy
125,692
+29,028
+30% +$632K 0.04% 222
2025
Q4 		$1.72M Buy
96,664
+5,678
+6% +$98.7K 0.03% 293
2025
Q3 		$1.71M Buy
+90,986
New +$1.11M 0.03% 285
2023
Q3 		– Sell
-18,987
Closed -$53.9K – 847
2023
Q2 		$53.9K Buy
+18,987
New +$64.5K ﹤0.01% 809

Other funds holding CDE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Diversified Trust's CDE Position: Q2 2026 in Review

Diversified Trust sold out of Coeur Mining (CDE) in Q2 2026, closing a stake of 125,692 shares — an estimated $2.36M sold.

Diversified Trust first reported a position in CDE in Q2 2023 and held it in 4 quarters. The position peaked at $2.36M in Q1 2026. 67 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

  • Diversified Trust reported no remaining Coeur Mining position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 125,692 Coeur Mining shares in Q2 2026, an estimated $2.36M.
  • Diversified Trust first reported a position in Coeur Mining in Q2 2023 and held it in 4 quarters.
  • Diversified Trust's Coeur Mining position peaked at $2.36M in Q1 2026.
  • 67 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.