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Institute for Wealth Management’s Hecla Mining HL Stock Holding History

Institute for Wealth Management’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 		$77.2K Buy
+5,000
New +$87.8K 0.01% 759

Other funds holding HL

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return

Institute for Wealth Management's HL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Hecla Mining (HL) in Q2 2026: 5,000 shares worth $77.2K. The stake represents 0.01% of the portfolio and ranks #759 among its holdings.

281 funds tracked by Wall St. Rank hold HL as of Q2 2026.

  • Institute for Wealth Management held 5,000 shares of Hecla Mining worth $77.2K as of Q2 2026.
  • Hecla Mining was a new Institute for Wealth Management position in Q2 2026.
  • Hecla Mining made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #759 holding.
  • 281 funds tracked by Wall St. Rank held Hecla Mining as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.