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Kestra Private Wealth Services’s Coeur Mining CDE Stock Holding History

Kestra Private Wealth Services’s Portfolio CDE Stock Details CDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$742K Buy
39,544
+3,697
+10% +$80.5K 0.01% 997
2025
Q4 		$639K Sell
35,847
-22,237
-38% -$387K 0.01% 1028
2025
Q3 		$1.09M Buy
58,084
+22,932
+65% +$281K 0.01% 740
2025
Q2 		$311K Sell
35,152
-6,837
-16% -$49.8K ﹤0.01% 1264
2025
Q1 		$249K Buy
41,989
+6,587
+19% +$40.6K ﹤0.01% 1291
2024
Q4 		$202K Hold
35,402
– – ﹤0.01% 1312
2024
Q3 		$244K Sell
35,402
-2,550
-7% -$15.9K ﹤0.01% 1175
2024
Q2 		$213K Sell
37,952
-260
-0.7% -$1.34K ﹤0.01% 1213
2024
Q1 		$144K Buy
+38,212
New +$110K ﹤0.01% 1221
2023
Q4 		– Sell
-33,212
Closed -$73.7K – 1231
2023
Q3 		$73.7K Buy
33,212
+1,334
+4% +$3.48K ﹤0.01% 1099
2023
Q2 		$90.5K Hold
31,878
– – ﹤0.01% 1016
2023
Q1 		$127K Buy
31,878
+3,165
+11% +$11K 0.01% 967
2022
Q4 		$96.5K Buy
28,713
+8,292
+41% +$29.5K ﹤0.01% 852
2022
Q3 		$70K Buy
20,421
+250
+1% +$742 ﹤0.01% 848
2022
Q2 		$61K Buy
20,171
+1,000
+5% +$3.93K ﹤0.01% 874
2022
Q1 		$85K Hold
19,171
– – ﹤0.01% 941
2021
Q4 		$97K Sell
19,171
-700
-4% -$4.21K ﹤0.01% 961
2021
Q3 		$123K Buy
19,871
+1,200
+6% +$8.53K 0.01% 889
2021
Q2 		$166K Buy
18,671
+600
+3% +$5.78K 0.01% 829
2021
Q1 		$163K Hold
18,071
– – 0.01% 753
2020
Q4 		$189K Buy
18,071
+1,460
+9% +$12K 0.01% 674
2020
Q3 		$123K Buy
+16,611
New +$125K 0.01% 635

Other funds holding CDE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Kestra Private Wealth Services's CDE Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Coeur Mining (CDE) stake by 10% in Q1 2026, buying an estimated $80.5K and bringing the position to 39,544 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #997.

Kestra Private Wealth Services first reported a position in CDE in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.09M in Q3 2025. 646 funds tracked by Wall St. Rank hold CDE as of Q1 2026.

  • Kestra Private Wealth Services held 39,544 shares of Coeur Mining worth $742K as of Q1 2026.
  • Kestra Private Wealth Services bought 3,697 Coeur Mining shares in Q1 2026, an estimated $80.5K.
  • Coeur Mining made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #997 holding.
  • Kestra Private Wealth Services first reported a position in Coeur Mining in Q3 2020 and has held it in 22 quarters since.
  • Kestra Private Wealth Services's Coeur Mining position peaked at $1.09M in Q3 2025.
  • 646 funds tracked by Wall St. Rank held Coeur Mining as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.