West Financial Advisors
FSM icon

West Financial Advisors’s Fortuna Silver Mines FSM Stock Holding History

West Financial Advisors’s Portfolio FSM Stock Details FSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.69K Hold
150
– – ﹤0.01% 243
2026
Q2 		$1.27K Hold
150
– – ﹤0.01% 184
2026
Q1 		$1.49K Hold
150
– – ﹤0.01% 166
2025
Q4 		$1.47K Hold
150
– – ﹤0.01% 208
2025
Q3 		$1.34K Buy
+150
New +$1.1K ﹤0.01% 170

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Barclays
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American Century Companies
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Vanguard Capital Management
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

West Financial Advisors's FSM Position: Q3 2026 in Review

West Financial Advisors held its Fortuna Silver Mines (FSM) position steady in Q3 2026 at 150 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

West Financial Advisors first reported a position in FSM in Q3 2025 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold FSM as of Q3 2026.

  • West Financial Advisors held 150 shares of Fortuna Silver Mines worth $1.69K as of Q3 2026.
  • West Financial Advisors left its Fortuna Silver Mines share count unchanged in Q3 2026.
  • Fortuna Silver Mines made up ﹤0.01% of West Financial Advisors's portfolio in Q3 2026, its #243 holding.
  • West Financial Advisors first reported a position in Fortuna Silver Mines in Q3 2025 and has held it in 5 quarters since.
  • 192 funds tracked by Wall St. Rank held Fortuna Silver Mines as of Q3 2026.

Based on West Financial Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.