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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Summit Financial's CDE Position: Q1 2026 in Review

Summit Financial increased its Coeur Mining (CDE) stake by 20% in Q1 2026, buying an estimated $118K and bringing the position to 32,569 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #936.

Summit Financial first reported a position in CDE in Q3 2025 and has held it in 3 quarters since. 647 funds tracked by Wall St. Rank hold CDE as of Q1 2026.

  • Summit Financial held 32,569 shares of Coeur Mining worth $611K as of Q1 2026.
  • Summit Financial bought 5,441 Coeur Mining shares in Q1 2026, an estimated $118K.
  • Coeur Mining made up 0.01% of Summit Financial's portfolio in Q1 2026, its #936 holding.
  • Summit Financial first reported a position in Coeur Mining in Q3 2025 and has held it in 3 quarters since.
  • 647 funds tracked by Wall St. Rank held Coeur Mining as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.