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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
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

Other funds holding HL

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Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 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

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

Root Financial Partners sold out of Hecla Mining (HL) in Q2 2026, closing a stake of 2,540 shares — an estimated $47.3K sold.

Root Financial Partners first reported a position in HL in Q3 2025 and held it in 3 quarters. The position peaked at $47.3K in Q1 2026. 173 funds tracked by Wall St. Rank hold HL as of Q2 2026.

  • Root Financial Partners reported no remaining Hecla Mining position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,540 Hecla Mining shares in Q2 2026, an estimated $47.3K.
  • Root Financial Partners first reported a position in Hecla Mining in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Hecla Mining position peaked at $47.3K in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Hecla Mining as of Q2 2026.

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