KPPF
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Klein Pavlis & Peasley Financial’s Fortuna Silver Mines FSM Stock Holding History

Klein Pavlis & Peasley Financial’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
Q1 		$1.16M Sell
116,582
-2,680
-2% -$29K 0.64% 52
2025
Q4 		$1.17M Sell
119,262
-8,675
-7% -$78.1K 0.69% 46
2025
Q3 		$1.15M Buy
127,937
+5,060
+4% +$36.9K 0.7% 42
2025
Q2 		$804K Buy
122,877
+2,887
+2% +$17.9K 0.54% 55
2025
Q1 		$736K Sell
119,990
-167,367
-58% -$832K 0.53% 60
2024
Q4 		$1.23M Buy
287,357
+7,644
+3% +$36.5K 1% 33
2024
Q3 		$1.3M Sell
279,713
-690
-0.2% -$3.27K 1.04% 36
2024
Q2 		$1.37M Sell
280,403
-5,268
-2% -$26.6K 1.22% 27
2024
Q1 		$1.07M Sell
285,671
-30,351
-10% -$97.2K 0.96% 40
2023
Q4 		$1.22M Buy
+316,022
New +$1.06M 1.14% 35

Other funds holding FSM

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return