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Mark Sheptoff Financial Planning’s Coeur Mining CDE Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		$8.16K Hold
500
– – ﹤0.01% 387
2026
Q1 		$8.56K Hold
500
– – ﹤0.01% 366
2025
Q4 		$8.91K Buy
+500
New +$8.69K ﹤0.01% 362

Other funds holding CDE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Mark Sheptoff Financial Planning's CDE Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Coeur Mining (CDE) position steady in Q2 2026 at 500 shares worth $8.16K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Mark Sheptoff Financial Planning first reported a position in CDE in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.91K in Q4 2025. 681 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

  • Mark Sheptoff Financial Planning held 500 shares of Coeur Mining worth $8.16K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Coeur Mining share count unchanged in Q2 2026.
  • Coeur Mining made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #387 holding.
  • Mark Sheptoff Financial Planning first reported a position in Coeur Mining in Q4 2025 and has held it in 3 quarters since.
  • Mark Sheptoff Financial Planning's Coeur Mining position peaked at $8.91K in Q4 2025.
  • 681 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.