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
Q1 		$118K Buy
38,700
+16,000
+70% +$52.4K ﹤0.01% 1100
2025
Q4 		$33.6K Buy
+22,700
New +$77.2K ﹤0.01% 1002
2025
Q1 		– Sell
-9,540
Closed -$40.7K – 531
2024
Q4 		$40.7K Buy
+9,540
New +$40.7K ﹤0.01% 447

Other funds holding LODE

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FPC
Flax Pond Capital Falmouth, Massachusetts $124M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Savvy Advisors Inc's LODE Position: Q1 2026 in Review

Savvy Advisors Inc increased its Comstock (LODE) stake by 9.6% in Q1 2026, buying an estimated $147K and bringing the position to 512,565 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #322.

Savvy Advisors Inc first reported a position in LODE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.76M in Q4 2025. 91 funds tracked by Wall St. Rank hold LODE as of Q1 2026.

  • Savvy Advisors Inc held 512,565 shares of Comstock worth $1.56M as of Q1 2026.
  • Savvy Advisors Inc bought 44,950 Comstock shares in Q1 2026, an estimated $147K.
  • Comstock made up 0.04% of Savvy Advisors Inc's portfolio in Q1 2026, its #322 holding.
  • Savvy Advisors Inc first reported a position in Comstock in Q4 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's Comstock position peaked at $1.76M in Q4 2025.
  • 91 funds tracked by Wall St. Rank held Comstock as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.