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Oak Family Advisors’s Coeur Mining CDE Stock Holding History

Oak Family Advisors’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 		– Sell
-10,160
Closed -$181K – 120
2025
Q4 		$181K Sell
10,160
-4,125
-29% -$71.7K 0.05% 103
2025
Q3 		$268K Hold
14,285
– – 0.07% 91
2025
Q2 		$127K Hold
14,285
– – 0.04% 98
2025
Q1 		$84.6K Sell
14,285
-3,100
-18% -$19.1K 0.03% 98
2024
Q4 		$99.4K Hold
17,385
– – 0.04% 117
2024
Q3 		$120K Buy
17,385
+95
+0.5% +$592 0.04% 126
2024
Q2 		$97.2K Buy
+17,290
New +$89.2K 0.03% 119

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Oak Family Advisors's CDE Position: Q1 2026 in Review

Oak Family Advisors sold out of Coeur Mining (CDE) in Q1 2026, closing a stake of 10,160 shares — an estimated $181K sold.

Oak Family Advisors first reported a position in CDE in Q2 2024 and held it in 7 quarters. The position peaked at $268K in Q3 2025. 654 funds tracked by Wall St. Rank hold CDE as of Q1 2026.

  • Oak Family Advisors reported no remaining Coeur Mining position as of Q1 2026 after selling out during the quarter.
  • Oak Family Advisors sold 10,160 Coeur Mining shares in Q1 2026, an estimated $181K.
  • Oak Family Advisors first reported a position in Coeur Mining in Q2 2024 and held it in 7 quarters.
  • Oak Family Advisors's Coeur Mining position peaked at $268K in Q3 2025.
  • 654 funds tracked by Wall St. Rank held Coeur Mining as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.