Integrated Wealth Concepts’s Fortuna Silver Mines FSM Stock Holding History

Integrated Wealth Concepts’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
2026 Q2	$127K	Buy	14,979 +3,922	+35%	+$38K	﹤0.01%	2634
2026 Q1	$110K	Buy	+11,057	New	+$120K	﹤0.01%	2167
2025 Q4	–	Sell	-14,752	Closed	-$132K	–	1780
2025 Q3	$132K	Buy	14,752 +152	+1%	+$1.11K	﹤0.01%	1899
2025 Q2	$95.5K	Hold	14,600	–	–	﹤0.01%	1833
2025 Q1	$89.1K	Hold	14,600	–	–	﹤0.01%	1685
2024 Q4	$62.6K	Buy	14,600 +250	+2%	+$1.19K	﹤0.01%	1676
2024 Q3	$66.4K	Sell	14,350 -200	-1%	-$948	﹤0.01%	1632
2024 Q2	$71.2K	Buy	14,550 +3,700	+34%	+$18.6K	﹤0.01%	1595
2024 Q1	$40.5K	Hold	10,850	–	–	﹤0.01%	1622
2023 Q4	$41.9K	Hold	10,850	–	–	﹤0.01%	1566
2023 Q3	$29.5K	Hold	10,850	–	–	﹤0.01%	1528
2023 Q2	$35.2K	Hold	10,850	–	–	﹤0.01%	1529
2023 Q1	$41K	Buy	+10,850	New	+$38.6K	﹤0.01%	1308

Other funds holding FSM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Integrated Wealth Concepts's FSM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Fortuna Silver Mines (FSM) stake by 35% in Q2 2026, buying an estimated $38K and bringing the position to 14,979 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Integrated Wealth Concepts first reported a position in FSM in Q1 2023 and has held it in 13 quarters since. The position peaked at $132K in Q3 2025. 245 funds tracked by Wall St. Rank hold FSM as of Q2 2026.

Integrated Wealth Concepts held 14,979 shares of Fortuna Silver Mines worth $127K as of Q2 2026.
Integrated Wealth Concepts bought 3,922 Fortuna Silver Mines shares in Q2 2026, an estimated $38K.
Fortuna Silver Mines made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2634 holding.
Integrated Wealth Concepts first reported a position in Fortuna Silver Mines in Q1 2023 and has held it in 13 quarters since.
Integrated Wealth Concepts's Fortuna Silver Mines position peaked at $132K in Q3 2025.
245 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q2 2026.

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