Stephens Inc’s Comstock LODE Stock Holding History

Stephens 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
2025 Q1	–	Sell	-2,500	Closed	-$20K	–	1280
2024 Q4	$20K	Buy	2,500 +1,000	+67%	+$4.27K	﹤0.01%	1267
2024 Q3	$7.09K	Buy	+1,500	New	+$3.46K	﹤0.01%	1290

Other funds holding LODE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Stephens Inc's LODE Position: Q1 2025 in Review

Stephens Inc sold out of Comstock (LODE) in Q1 2025, closing a stake of 2,500 shares — an estimated $20K sold.

Stephens Inc first reported a position in LODE in Q3 2024 and held it in 2 quarters. The position peaked at $20K in Q4 2024. 41 funds tracked by Wall St. Rank hold LODE as of Q1 2025.

Stephens Inc reported no remaining Comstock position as of Q1 2025 after selling out during the quarter.
Stephens Inc sold 2,500 Comstock shares in Q1 2025, an estimated $20K.
Stephens Inc first reported a position in Comstock in Q3 2024 and held it in 2 quarters.
Stephens Inc's Comstock position peaked at $20K in Q4 2024.
41 funds tracked by Wall St. Rank held Comstock as of Q1 2025.

Based on Stephens Inc's 13F filing for Q1 2025, filed 1 May 2025.