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Waverly Advisors’s Hecla Mining HL Stock Holding History

Waverly Advisors’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 		$345K Buy
22,330
+949
+4% +$16.7K ﹤0.01% 1337
2026
Q1 		$398K Buy
+21,381
New +$481K ﹤0.01% 1190
2014
Q2 		– Sell
-549
Closed -$2K – 734
2014
Q1 		$2K Buy
+549
New +$1.8K ﹤0.01% 655

Other funds holding HL

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waverly Advisors's HL Position: Q2 2026 in Review

Waverly Advisors increased its Hecla Mining (HL) stake by 4.4% in Q2 2026, buying an estimated $16.7K and bringing the position to 22,330 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

Waverly Advisors first reported a position in HL in Q1 2014 and has held it in 3 quarters since. The position peaked at $398K in Q1 2026. 586 funds tracked by Wall St. Rank hold HL as of Q2 2026.

  • Waverly Advisors held 22,330 shares of Hecla Mining worth $345K as of Q2 2026.
  • Waverly Advisors bought 949 Hecla Mining shares in Q2 2026, an estimated $16.7K.
  • Hecla Mining made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1337 holding.
  • Waverly Advisors first reported a position in Hecla Mining in Q1 2014 and has held it in 3 quarters since.
  • Waverly Advisors's Hecla Mining position peaked at $398K in Q1 2026.
  • 586 funds tracked by Wall St. Rank held Hecla Mining as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.