SAI
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Savvy Advisors Inc’s Comstock LODE Stock Holding History

Savvy Advisors Inc’s Portfolio LODE Stock Details LODE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.24M Buy
538,265
+25,700
+5% +$93.5K 0.05% 310
2026
Q1 		$1.56M Buy
512,565
+44,950
+10% +$147K 0.04% 322
2025
Q4 		$1.76M Buy
467,615
+5,335
+1% +$18.1K 0.06% 252
2025
Q3 		$1.58M Buy
462,280
+55,600
+14% +$173K 0.07% 200
2025
Q2 		$1.54M Buy
406,680
+81,670
+25% +$227K 0.1% 149
2025
Q1 		$793K Buy
325,010
+119,533
+58% +$397K 0.08% 203
2024
Q4 		$1.65M Buy
+205,477
New +$878K 0.2% 88

Other funds holding LODE

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NRCM
Northern Right Capital Management Darien, Connecticut $337M AUM 63.03% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Savvy Advisors Inc's LODE Position: Q2 2026 in Review

Savvy Advisors Inc increased its Comstock (LODE) stake by 5% in Q2 2026, buying an estimated $93.5K and bringing the position to 538,265 shares worth $2.24M. The position accounts for 0.05% of the portfolio, ranked #310.

Savvy Advisors Inc first reported a position in LODE in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold LODE as of Q2 2026.

  • Savvy Advisors Inc held 538,265 shares of Comstock worth $2.24M as of Q2 2026.
  • Savvy Advisors Inc bought 25,700 Comstock shares in Q2 2026, an estimated $93.5K.
  • Comstock made up 0.05% of Savvy Advisors Inc's portfolio in Q2 2026, its #310 holding.
  • Savvy Advisors Inc first reported a position in Comstock in Q4 2024 and has held it in 7 quarters since.
  • 105 funds tracked by Wall St. Rank held Comstock as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.