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Summit Financial’s Coeur Mining CDE Stock Holding History

Summit Financial’s Portfolio CDE Stock Details CDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$613K Buy
37,539
+4,970
+15% +$90.6K 0.01% 1021
2026
Q1 		$611K Buy
32,569
+5,441
+20% +$118K 0.01% 936
2025
Q4 		$484K Buy
27,128
+1,923
+8% +$33.4K 0.01% 897
2025
Q3 		$473K Buy
+25,205
New +$309K 0.01% 901

Other funds holding CDE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Financial's CDE Position: Q2 2026 in Review

Summit Financial increased its Coeur Mining (CDE) stake by 15% in Q2 2026, buying an estimated $90.6K and bringing the position to 37,539 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #1021.

Summit Financial first reported a position in CDE in Q3 2025 and has held it in 4 quarters since. 682 funds tracked by Wall St. Rank hold CDE as of Q2 2026.

  • Summit Financial held 37,539 shares of Coeur Mining worth $613K as of Q2 2026.
  • Summit Financial bought 4,970 Coeur Mining shares in Q2 2026, an estimated $90.6K.
  • Coeur Mining made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1021 holding.
  • Summit Financial first reported a position in Coeur Mining in Q3 2025 and has held it in 4 quarters since.
  • 682 funds tracked by Wall St. Rank held Coeur Mining as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.