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JFS Wealth Advisors’s Hecla Mining HL Stock Holding History

JFS Wealth Advisors’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 		$8.27K Hold
536
– – ﹤0.01% 1090
2026
Q1 		$9.99K Buy
536
+38
+8% +$855 ﹤0.01% 952
2025
Q4 		$9.56K Buy
498
+169
+51% +$2.58K ﹤0.01% 1000
2025
Q3 		$3.98K Hold
329
– – ﹤0.01% 1208
2025
Q2 		$1.97K Sell
329
-63
-16% -$348 ﹤0.01% 1395
2025
Q1 		$2.18K Sell
392
-6
-2% -$33 ﹤0.01% 1438
2024
Q4 		$1.96K Hold
398
– – ﹤0.01% 1487
2024
Q3 		$2.65K Buy
398
+84
+27% +$491 ﹤0.01% 1373
2024
Q2 		$1.52K Buy
314
+69
+28% +$368 ﹤0.01% 1539
2024
Q1 		$1.18K Sell
245
-132
-35% -$527 ﹤0.01% 1617
2023
Q4 		$1.81K Buy
377
+132
+54% +$583 ﹤0.01% 1477
2023
Q3 		$958 Sell
245
-157
-39% -$752 ﹤0.01% 1607
2023
Q2 		$2.07K Sell
402
-54
-12% -$308 ﹤0.01% 1376
2023
Q1 		$2.89K Buy
456
+36
+9% +$207 ﹤0.01% 1219
2022
Q4 		$2.33K Buy
420
+29
+7% +$144 ﹤0.01% 1315
2022
Q3 		$2K Buy
391
+236
+152% +$960 ﹤0.01% 1331
2022
Q2 		$1K Sell
155
-224
-59% -$1.16K ﹤0.01% 1543
2022
Q1 		$2K Buy
379
+242
+177% +$1.4K ﹤0.01% 1423
2021
Q4 		$1K Buy
+137
New +$766 ﹤0.01% 1391

Other funds holding HL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's HL Position: Q2 2026 in Review

JFS Wealth Advisors held its Hecla Mining (HL) position steady in Q2 2026 at 536 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

JFS Wealth Advisors first reported a position in HL in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.99K in Q1 2026. 584 funds tracked by Wall St. Rank hold HL as of Q2 2026.

  • JFS Wealth Advisors held 536 shares of Hecla Mining worth $8.27K as of Q2 2026.
  • JFS Wealth Advisors left its Hecla Mining share count unchanged in Q2 2026.
  • Hecla Mining made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1090 holding.
  • JFS Wealth Advisors first reported a position in Hecla Mining in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Hecla Mining position peaked at $9.99K in Q1 2026.
  • 584 funds tracked by Wall St. Rank held Hecla Mining as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.