Heritage Trust’s Comstock LODE Stock Holding History

Heritage Trust’s Portfolio LODE Stock Details LODE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,000	Closed	-$24.4K	–	306
2025 Q1	$24.4K	Buy	+10,000	New	+$33.2K	﹤0.01%	299

Other funds holding LODE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

ACA

Apis Capital Advisors New York $648M AUM 302.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Trust's LODE Position: Q2 2025 in Review

Heritage Trust sold out of Comstock (LODE) in Q2 2025, closing a stake of 10,000 shares — an estimated $24.4K sold.

Heritage Trust first reported a position in LODE in Q1 2025 and held it in 1 quarter. The position peaked at $24.4K in Q1 2025. 42 funds tracked by Wall St. Rank hold LODE as of Q2 2025.

Heritage Trust reported no remaining Comstock position as of Q2 2025 after selling out during the quarter.
Heritage Trust sold 10,000 Comstock shares in Q2 2025, an estimated $24.4K.
Heritage Trust first reported a position in Comstock in Q1 2025 and held it in 1 quarter.
Heritage Trust's Comstock position peaked at $24.4K in Q1 2025.
42 funds tracked by Wall St. Rank held Comstock as of Q2 2025.

Based on Heritage Trust's 13F filing for Q2 2025, filed 12 Aug 2025.