Mark Sheptoff Financial Planning’s Pan American Silver PAAS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio PAAS Stock Details PAAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$140K	Sell	3,120 -200	-6%	-$10.7K	0.07%	116
2026 Q1	$168K	Sell	3,320 -2,735	-45%	-$158K	0.09%	108
2025 Q4	$314K	Buy	6,055 +389	+7%	+$16.3K	0.15%	79
2025 Q3	$219K	Buy	5,666 +3,866	+215%	+$124K	0.11%	100
2025 Q2	$51.1K	Buy	+1,800	New	+$46.6K	0.03%	185
2024 Q4	–	Sell	-3,359	Closed	-$70.1K	–	446
2024 Q3	$70.1K	Buy	3,359 +1,700	+102%	+$35.8K	0.04%	150
2024 Q2	$33K	Buy	1,659 +1,500	+943%	+$29.6K	0.02%	213
2024 Q1	$2.4K	Hold	159	–	–	﹤0.01%	358
2023 Q4	$2.6K	Hold	159	–	–	﹤0.01%	352
2023 Q3	$2.3K	Hold	159	–	–	﹤0.01%	334
2023 Q2	$2.32K	Buy	+159	New	+$2.63K	﹤0.01%	344
2018 Q2	–	Sell	-500	Closed	-$8K	–	383
2018 Q1	$8K	Hold	500	–	–	0.01%	308
2017 Q4	$8K	Hold	500	–	–	0.01%	300
2017 Q3	$9K	Hold	500	–	–	0.01%	299
2017 Q2	$8K	Sell	500 -1	-0.2%	-$17	0.01%	287
2017 Q1	$9K	Buy	501 +1	+0.2%	+$18	0.01%	284
2016 Q4	$8K	Hold	500	–	–	0.01%	276
2016 Q3	$9K	Buy	+500	New	+$9.35K	0.01%	265

Other funds holding PAAS

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Mark Sheptoff Financial Planning reduced its Pan American Silver (PAAS) stake by 6% in Q2 2026, selling an estimated $10.7K and leaving 3,120 shares worth $140K. The position accounts for 0.07% of the portfolio, ranked #116.

Mark Sheptoff Financial Planning first reported a position in PAAS in Q3 2016 and has held it in 18 quarters since. The position peaked at $314K in Q4 2025. 586 funds tracked by Wall St. Rank hold PAAS as of Q2 2026.

Mark Sheptoff Financial Planning held 3,120 shares of Pan American Silver worth $140K as of Q2 2026.
Mark Sheptoff Financial Planning sold 200 Pan American Silver shares in Q2 2026, an estimated $10.7K.
Pan American Silver made up 0.07% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #116 holding.
Mark Sheptoff Financial Planning first reported a position in Pan American Silver in Q3 2016 and has held it in 18 quarters since.
Mark Sheptoff Financial Planning's Pan American Silver position peaked at $314K in Q4 2025.
586 funds tracked by Wall St. Rank held Pan American Silver as of Q2 2026.

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