SOA Wealth Advisors’s Hecla Mining HL Stock Holding History

SOA Wealth Advisors’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	$1.77K	Hold	104	–	–	﹤0.01%	745
2026 Q2	$1.6K	Hold	104	–	–	﹤0.01%	780
2026 Q1	$1.93K	Hold	104	–	–	﹤0.01%	715
2025 Q4	$1.99K	Hold	104	–	–	﹤0.01%	720
2025 Q3	$1.26K	Hold	104	–	–	﹤0.01%	754
2025 Q2	$621	Hold	104	–	–	﹤0.01%	776
2025 Q1	$576	Hold	104	–	–	﹤0.01%	778
2024 Q4	$508	Buy	104 +1	+1%	+$6	﹤0.01%	776
2024 Q3	$690	Hold	103	–	–	﹤0.01%	733
2024 Q2	$502	Hold	103	–	–	﹤0.01%	768
2024 Q1	$497	Hold	103	–	–	﹤0.01%	804
2023 Q4	$497	Hold	103	–	–	﹤0.01%	800
2023 Q3	$403	Hold	103	–	–	﹤0.01%	835
2023 Q2	$531	Hold	103	–	–	﹤0.01%	826
2023 Q1	$652	Hold	103	–	–	﹤0.01%	824
2022 Q4	$572	Buy	103 +1	+1%	+$5	﹤0.01%	837
2022 Q3	$0	Hold	102	–	–	﹤0.01%	885
2022 Q2	$0	Hold	102	–	–	﹤0.01%	899
2022 Q1	$0	Hold	102	–	–	﹤0.01%	945
2021 Q4	$0	Hold	102	–	–	﹤0.01%	920
2021 Q3	$0	Hold	102	–	–	﹤0.01%	933
2021 Q2	$0	Hold	102	–	–	﹤0.01%	907
2021 Q1	$0	Hold	102	–	–	﹤0.01%	855
2020 Q4	$0	Buy	+102	New	+$543	﹤0.01%	831

Other funds holding HL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

SOA Wealth Advisors's HL Position: Q3 2026 in Review

SOA Wealth Advisors held its Hecla Mining (HL) position steady in Q3 2026 at 104 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

SOA Wealth Advisors first reported a position in HL in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.99K in Q4 2025. 410 funds tracked by Wall St. Rank hold HL as of Q3 2026.

SOA Wealth Advisors held 104 shares of Hecla Mining worth $1.77K as of Q3 2026.
SOA Wealth Advisors left its Hecla Mining share count unchanged in Q3 2026.
Hecla Mining made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #745 holding.
SOA Wealth Advisors first reported a position in Hecla Mining in Q4 2020 and has held it in 24 quarters since.
SOA Wealth Advisors's Hecla Mining position peaked at $1.99K in Q4 2025.
410 funds tracked by Wall St. Rank held Hecla Mining as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.