Toth Financial Advisory’s Coeur Mining CDE Stock Holding History

Toth Financial Advisory’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 Q3	$1.39K	Buy	+79	New	+$1.43K	﹤0.01%	864
2021 Q1	–	Sell	-399	Closed	-$4K	–	676
2020 Q4	$4K	Hold	399	–	–	﹤0.01%	467
2020 Q3	$3K	Hold	399	–	–	﹤0.01%	450
2020 Q2	$2K	Hold	399	–	–	﹤0.01%	461
2020 Q1	$1K	Hold	399	–	–	﹤0.01%	405
2019 Q4	$3K	Sell	399 -76	-16%	-$469	﹤0.01%	383
2019 Q3	$2K	Hold	475	–	–	﹤0.01%	395
2019 Q2	$2K	Hold	475	–	–	﹤0.01%	407
2019 Q1	$2K	Hold	475	–	–	﹤0.01%	382
2018 Q4	$2K	Hold	475	–	–	﹤0.01%	371
2018 Q3	$3K	Hold	475	–	–	﹤0.01%	384
2018 Q2	$4K	Hold	475	–	–	﹤0.01%	363
2018 Q1	$4K	Hold	475	–	–	﹤0.01%	369
2017 Q4	$4K	Buy	+475	New	+$3.73K	﹤0.01%	368

Other funds holding CDE

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Toth Financial Advisory's CDE Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Coeur Mining (CDE) in Q3 2026: 79 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in CDE as recently as Q4 2020.

Toth Financial Advisory first reported a position in CDE in Q4 2017 and has held it in 14 quarters since. The position peaked at $4K in Q4 2020. 35 funds tracked by Wall St. Rank hold CDE as of Q3 2026.

Toth Financial Advisory held 79 shares of Coeur Mining worth $1.39K as of Q3 2026.
Coeur Mining was a new Toth Financial Advisory position in Q3 2026.
Coeur Mining made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #864 holding.
Toth Financial Advisory first reported a position in Coeur Mining in Q4 2017 and has held it in 14 quarters since.
Toth Financial Advisory's Coeur Mining position peaked at $4K in Q4 2020.
35 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.