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Sowell Financial Services’s Hecla Mining HL Stock Holding History

Sowell Financial Services’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 		$186K Buy
12,068
+479
+4% +$8.41K 0.01% 1097
2026
Q1 		$216K Sell
11,589
-296
-2% -$6.66K 0.01% 1009
2025
Q4 		$228K Buy
11,885
+18
+0.2% +$275 0.01% 949
2025
Q3 		$144K Buy
11,867
+34
+0.3% +$273 0.01% 1026
2025
Q2 		$70.9K Buy
11,833
+11
+0.1% +$61 ﹤0.01% 1020
2025
Q1 		$65.7K Buy
+11,822
New +$65.6K ﹤0.01% 984
2023
Q2 		– Sell
-13,009
Closed -$82K – 664
2023
Q1 		$82K Buy
+13,009
New +$74.7K 0.01% 735
2021
Q2 		– Sell
-303
Closed -$2K – 1470
2021
Q1 		$2K Hold
303
– – ﹤0.01% 2820
2020
Q4 		$2K Buy
303
+1
+0.3% +$5 ﹤0.01% 2466
2020
Q3 		$2K Hold
302
– – ﹤0.01% 2224
2020
Q2 		$1K Hold
302
– – ﹤0.01% 2313
2020
Q1 		$1K Sell
302
-202
-40% -$559 ﹤0.01% 2251
2019
Q4 		$2K Buy
504
+202
+67% +$495 ﹤0.01% 2197
2019
Q3 		$1K Buy
+302
New +$544 ﹤0.01% 2249
2017
Q1 		– Sell
-201
Closed -$1K – 390
2016
Q4 		$1K Buy
+201
New +$1.18K ﹤0.01% 613

Other funds holding HL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's HL Position: Q2 2026 in Review

Sowell Financial Services increased its Hecla Mining (HL) stake by 4.1% in Q2 2026, buying an estimated $8.41K and bringing the position to 12,068 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #1097.

Sowell Financial Services first reported a position in HL in Q4 2016 and has held it in 15 quarters since. The position peaked at $228K in Q4 2025. 584 funds tracked by Wall St. Rank hold HL as of Q2 2026.

  • Sowell Financial Services held 12,068 shares of Hecla Mining worth $186K as of Q2 2026.
  • Sowell Financial Services bought 479 Hecla Mining shares in Q2 2026, an estimated $8.41K.
  • Hecla Mining made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1097 holding.
  • Sowell Financial Services first reported a position in Hecla Mining in Q4 2016 and has held it in 15 quarters since.
  • Sowell Financial Services's Hecla Mining position peaked at $228K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Hecla Mining as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.