LifeSteps Financial
FSM icon

LifeSteps Financial’s Fortuna Silver Mines FSM Stock Holding History

LifeSteps 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
Q3 		– Sell
-50
Closed -$423 – 328
2026
Q2 		$423 Buy
+50
New +$485 ﹤0.01% 763

Other funds holding FSM

Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Sicart Associates
Sicart Associates New York $413M AUM 28.3% 1-Year Est. Return
Global Strategic Management
Global Strategic Management San Juan, Puerto Rico $132M AUM 21.45% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return
Klein Pavlis & Peasley Financial
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland $54.5M AUM 21.9% 1-Year Est. Return

LifeSteps Financial's FSM Position: Q3 2026 in Review

LifeSteps Financial sold out of Fortuna Silver Mines (FSM) in Q3 2026, closing a stake of 50 shares — an estimated $423 sold.

LifeSteps Financial first reported a position in FSM in Q2 2026 and held it in 1 quarter. The position peaked at $423 in Q2 2026. 54 funds tracked by Wall St. Rank hold FSM as of Q3 2026.

  • LifeSteps Financial reported no remaining Fortuna Silver Mines position as of Q3 2026 after selling out during the quarter.
  • LifeSteps Financial sold 50 Fortuna Silver Mines shares in Q3 2026, an estimated $423.
  • LifeSteps Financial first reported a position in Fortuna Silver Mines in Q2 2026 and held it in 1 quarter.
  • LifeSteps Financial's Fortuna Silver Mines position peaked at $423 in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.