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Root Financial Partners’s Coeur Mining CDE Stock Holding History

Root Financial Partners’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 		– Sell
-1,540
Closed -$28.9K – 889
2026
Q1 		$28.9K Buy
1,540
+247
+19% +$5.38K ﹤0.01% 1138
2025
Q4 		$23.1K Buy
1,293
+425
+49% +$7.39K ﹤0.01% 1110
2025
Q3 		$16.3K Buy
+868
New +$10.6K ﹤0.01% 1219

Other funds holding CDE

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Root Financial Partners's CDE Position: Q2 2026 in Review

Root Financial Partners sold out of Coeur Mining (CDE) in Q2 2026, closing a stake of 1,540 shares — an estimated $28.9K sold.

Root Financial Partners first reported a position in CDE in Q3 2025 and held it in 3 quarters. The position peaked at $28.9K in Q1 2026. 182 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

  • Root Financial Partners reported no remaining Coeur Mining position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,540 Coeur Mining shares in Q2 2026, an estimated $28.9K.
  • Root Financial Partners first reported a position in Coeur Mining in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Coeur Mining position peaked at $28.9K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.