James T. Borello RIA
CDE icon

James T. Borello RIA’s Coeur Mining CDE Stock Holding History

James T. Borello RIA’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 		$2.6K Buy
148
+63
+74% +$1.14K ﹤0.01% 887
2026
Q2 		$1.39K Buy
85
+14
+20% +$255 ﹤0.01% 993
2026
Q1 		$1.33K Buy
71
+4
+6% +$87 ﹤0.01% 969
2025
Q4 		$1.2K Buy
+67
New +$1.16K ﹤0.01% 855

Other funds holding CDE

TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

James T. Borello RIA's CDE Position: Q3 2026 in Review

James T. Borello RIA increased its Coeur Mining (CDE) stake by 74% in Q3 2026, buying an estimated $1.14K and bringing the position to 148 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

James T. Borello RIA first reported a position in CDE in Q4 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold CDE as of Q3 2026.

  • James T. Borello RIA held 148 shares of Coeur Mining worth $2.6K as of Q3 2026.
  • James T. Borello RIA bought 63 Coeur Mining shares in Q3 2026, an estimated $1.14K.
  • Coeur Mining made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #887 holding.
  • James T. Borello RIA first reported a position in Coeur Mining in Q4 2025 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held Coeur Mining as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.