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EP Wealth Advisors’s Coeur Mining CDE Stock Holding History

EP Wealth Advisors’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 		$263K Sell
16,092
-19,195
-54% -$350K ﹤0.01% 1365
2026
Q1 		$662K Buy
35,287
+1,594
+5% +$34.7K ﹤0.01% 787
2025
Q4 		$601K Buy
+33,693
New +$586K ﹤0.01% 794
2025
Q2 		$288K Sell
32,491
-1,966
-6% -$14.3K ﹤0.01% 1041
2025
Q1 		$204K Buy
34,457
+13,929
+68% +$85.9K ﹤0.01% 1123
2024
Q4 		$117K Buy
+20,528
New +$133K ﹤0.01% 1178

Other funds holding CDE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EP Wealth Advisors's CDE Position: Q2 2026 in Review

EP Wealth Advisors reduced its Coeur Mining (CDE) stake by 54% in Q2 2026, selling an estimated $350K and leaving 16,092 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

EP Wealth Advisors first reported a position in CDE in Q4 2024 and has held it in 6 quarters since. The position peaked at $662K in Q1 2026. 681 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

  • EP Wealth Advisors held 16,092 shares of Coeur Mining worth $263K as of Q2 2026.
  • EP Wealth Advisors sold 19,195 Coeur Mining shares in Q2 2026, an estimated $350K.
  • Coeur Mining made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1365 holding.
  • EP Wealth Advisors first reported a position in Coeur Mining in Q4 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's Coeur Mining position peaked at $662K in Q1 2026.
  • 681 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.