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Greenberg Financial Group’s Fortuna Silver Mines FSM Stock Holding History

Greenberg Financial Group’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
2025
Q4 		$98.1K Buy
+10,000
New +$90K 0.04% 108
2025
Q2 		$84.5K Hold
10,000
– – 0.03% 120
2025
Q1 		$99.3K Buy
+10,000
New +$49.7K 0.04% 111

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Dimensional Fund Advisors
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TI
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Morgan Stanley
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American Century Companies
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Vanguard Group
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D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Greenberg Financial Group's FSM Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Fortuna Silver Mines (FSM) in Q4 2025: 10,000 shares worth $98.1K. The stake represents 0.04% of the portfolio and ranks #108 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in FSM as recently as Q2 2025.

Greenberg Financial Group first reported a position in FSM in Q1 2025 and has held it in 3 quarters since. The position peaked at $99.3K in Q1 2025. 234 funds tracked by Wall St. Rank hold FSM as of Q4 2025.

  • Greenberg Financial Group held 10,000 shares of Fortuna Silver Mines worth $98.1K as of Q4 2025.
  • Fortuna Silver Mines was a new Greenberg Financial Group position in Q4 2025.
  • Fortuna Silver Mines made up 0.04% of Greenberg Financial Group's portfolio in Q4 2025, its #108 holding.
  • Greenberg Financial Group first reported a position in Fortuna Silver Mines in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Fortuna Silver Mines position peaked at $99.3K in Q1 2025.
  • 234 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.