Root Financial Partners
CDE icon

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
Q3 		$45.4K Buy
+2,581
New +$46.9K ﹤0.01% 1137
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Sprott Inc
Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return

Root Financial Partners's CDE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Coeur Mining (CDE) in Q3 2026: 2,581 shares worth $45.4K. The stake represents ﹤0.01% of the portfolio and ranks #1137 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CDE as recently as Q1 2026.

Root Financial Partners first reported a position in CDE in Q3 2025 and has held it in 4 quarters since. 408 funds tracked by Wall St. Rank hold CDE as of Q3 2026.

  • Root Financial Partners held 2,581 shares of Coeur Mining worth $45.4K as of Q3 2026.
  • Coeur Mining was a new Root Financial Partners position in Q3 2026.
  • Coeur Mining made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1137 holding.
  • Root Financial Partners first reported a position in Coeur Mining in Q3 2025 and has held it in 4 quarters since.
  • 408 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.