Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. PAAS — Pan American Silver Corp

Ownership history in Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.  ·  7 quarters on record

AI Ownership Summary

Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. reported Pan American Silver Corp (PAAS) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 8.96% in 2024 Q4. The latest visible filing shows PAAS at 5.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PAAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.'s position in Pan American Silver Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PAAS was reported at 5.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.96% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PAAS stock page Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. fund profile Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. full holdings
How Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. held PAAS — position size vs. price
% of Fund (quarterly)    PAAS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 55,050 -300 -0.5% 5.27% $2.5M 2026-07-10 $43.52
2026 Q1 ADDED — — — 55,350 +3,500 +6.8% 5.38% $3.0M 2026-04-09 $56.47
2025 Q4 ADDED — — — 51,850 +10,100 +24.2% 5.81% $2.7M 2026-01-21 $56.68
2025 Q3 ADDED — — — 41,750 +15,000 +56.1% 3.99% $1.6M 2025-10-31 $34.88
2025 Q2 REDUCED — — — 26,750 -300 -1.1% 3.61% $760K 2025-07-29 $28.12
2025 Q1 REDUCED 82.0% +10.4% ❌ 27,050 -122,912 -82.0% 3.01% $701K 2025-05-12 $22.51
2024 Q4 INITIATED — — — 149,962 — — 8.96% $3.0M 2025-02-12 $24.80

🏢 Other funds also holding PAAS

As of 2026 Q3 — sorted by position size

Euro Pacific Asset Management, LLC 3Y 5.25% GLOBAL STRATEGIC MANAGEMENT INC 3Y 7Y 5.19% KEATING INVESTMENT COUNSELORS INC 3Y 7Y 1.39% Walser Wealth Management Company, A Ltd Liability Co 0.64% ESCHATON OPPORTUNITIES FUND MANAGEMENT LP 0.45% Retirement Planning Co of New England, Inc. 3Y 0.31% Ninety One UK Ltd 3Y 7Y 0.27% Y-Intercept (Hong Kong) Ltd 3Y 0.17% Post Resch Tallon Group Inc. 0.16% Veracity Capital LLC 3Y 0.12%

FAQ About Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. and PAAS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. reported owning PAAS?

Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. reported PAAS across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported PAAS position in Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.'s portfolio?

The largest reported portfolio weight for PAAS was 8.96% in 2024 Q4.

What is the latest reported PAAS position on this page?

The most recent filing on this page is 2026 Q2, when Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. reported 55,050 shares, equal to 5.27% of portfolio, with an estimated market value of $2.5M.

What does the chart on this PAAS ownership page compare?

The chart compares Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.'s quarterly PAAS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. time their PAAS position?

Based on 13F filing dates vs. subsequent PAAS price moves, Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on PAAS relative to SPY over the holding period was +389.1%.

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