Root Financial Partners
HL icon

Root Financial Partners’s Hecla Mining HL Stock Holding History

Root Financial Partners’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
Q3 		$47.1K Buy
+2,767
New +$48.6K ﹤0.01% 1120
2026
Q2 		– Sell
-2,540
Closed -$47.3K – 1618
2026
Q1 		$47.3K Buy
2,540
+538
+27% +$12.1K ﹤0.01% 895
2025
Q4 		$38.4K Buy
2,002
+421
+27% +$6.43K ﹤0.01% 831
2025
Q3 		$19.1K Buy
+1,581
New +$12.7K ﹤0.01% 1142

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Vanguard Capital Management
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Vanguard Portfolio Management
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Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Root Financial Partners opened a new position in Hecla Mining (HL) in Q3 2026: 2,767 shares worth $47.1K. The stake represents ﹤0.01% of the portfolio and ranks #1120 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HL as recently as Q1 2026.

Root Financial Partners first reported a position in HL in Q3 2025 and has held it in 4 quarters since. The position peaked at $47.3K in Q1 2026. 484 funds tracked by Wall St. Rank hold HL as of Q3 2026.

  • Root Financial Partners held 2,767 shares of Hecla Mining worth $47.1K as of Q3 2026.
  • Hecla Mining was a new Root Financial Partners position in Q3 2026.
  • Hecla Mining made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1120 holding.
  • Root Financial Partners first reported a position in Hecla Mining in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Hecla Mining position peaked at $47.3K in Q1 2026.
  • 484 funds tracked by Wall St. Rank held Hecla Mining as of Q3 2026.

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