Optimist Retirement Group’s Hecla Mining HL Stock Holding History

Optimist Retirement Group’s Portfolio HL Stock Details HL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-15,824	Closed	-$295K	–	123
2026 Q1	$295K	Buy	+15,824	New	+$356K	0.13%	90

Other funds holding HL

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Optimist Retirement Group's HL Position: Q2 2026 in Review

Optimist Retirement Group sold out of Hecla Mining (HL) in Q2 2026, closing a stake of 15,824 shares — an estimated $295K sold.

Optimist Retirement Group first reported a position in HL in Q1 2026 and held it in 1 quarter. The position peaked at $295K in Q1 2026. 588 funds tracked by Wall St. Rank hold HL as of Q2 2026.

Optimist Retirement Group reported no remaining Hecla Mining position as of Q2 2026 after selling out during the quarter.
Optimist Retirement Group sold 15,824 Hecla Mining shares in Q2 2026, an estimated $295K.
Optimist Retirement Group first reported a position in Hecla Mining in Q1 2026 and held it in 1 quarter.
Optimist Retirement Group's Hecla Mining position peaked at $295K in Q1 2026.
588 funds tracked by Wall St. Rank held Hecla Mining as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.