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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Coeur Mining CDE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$310K Buy
18,970
+10,950
+137% +$200K 0.08% 144
2026
Q1 		$151K Buy
+8,020
New +$175K 0.04% 188

Other funds holding CDE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CDE Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Coeur Mining (CDE) stake by 137% in Q2 2026, buying an estimated $200K and bringing the position to 18,970 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #144.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CDE in Q1 2026 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 18,970 shares of Coeur Mining worth $310K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 10,950 Coeur Mining shares in Q2 2026, an estimated $200K.
  • Coeur Mining made up 0.08% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #144 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Coeur Mining in Q1 2026 and has held it in 2 quarters since.
  • 313 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.