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EP Wealth Advisors’s Hecla Mining HL Stock Holding History

EP Wealth Advisors’s Portfolio HL Stock Details HL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$264K Sell
17,138
-2,035
-11% -$35.7K ﹤0.01% 1361
2026
Q1 		$357K Sell
19,173
-11,916
-38% -$268K ﹤0.01% 1067
2025
Q4 		$597K Buy
+31,089
New +$475K ﹤0.01% 799
2025
Q2 		$246K Sell
41,087
-1,431
-3% -$7.89K ﹤0.01% 1133
2025
Q1 		$236K Buy
42,518
+12,851
+43% +$71.3K ﹤0.01% 1046
2024
Q4 		$146K Buy
+29,667
New +$177K ﹤0.01% 1150

Other funds holding HL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

EP Wealth Advisors reduced its Hecla Mining (HL) stake by 11% in Q2 2026, selling an estimated $35.7K and leaving 17,138 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

EP Wealth Advisors first reported a position in HL in Q4 2024 and has held it in 6 quarters since. The position peaked at $597K in Q4 2025. 584 funds tracked by Wall St. Rank hold HL as of Q2 2026.

  • EP Wealth Advisors held 17,138 shares of Hecla Mining worth $264K as of Q2 2026.
  • EP Wealth Advisors sold 2,035 Hecla Mining shares in Q2 2026, an estimated $35.7K.
  • Hecla Mining made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1361 holding.
  • EP Wealth Advisors first reported a position in Hecla Mining in Q4 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's Hecla Mining position peaked at $597K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Hecla Mining as of Q2 2026.

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