Aegis Financial’s Solitario Resources XPL Stock Holding History

Aegis Financial’s Portfolio XPL Stock Details XPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$519K	Hold	632,458	–	–	0.09%	32
2025 Q4	$441K	Hold	632,458	–	–	0.11%	30
2025 Q3	$441K	Hold	632,458	–	–	0.17%	22
2025 Q2	$411K	Hold	632,458	–	–	0.24%	21
2025 Q1	$379K	Hold	632,458	–	–	0.32%	19
2024 Q4	$376K	Hold	632,458	–	–	0.32%	20
2024 Q3	$443K	Hold	632,458	–	–	0.38%	18
2024 Q2	$560K	Hold	632,458	–	–	0.54%	18
2024 Q1	$379K	Hold	632,458	–	–	0.32%	23
2023 Q4	$354K	Sell	632,458 -2,009	-0.3%	-$1.08K	0.21%	28
2023 Q3	$346K	Hold	634,467	–	–	0.21%	28
2023 Q2	$365K	Hold	634,467	–	–	0.25%	28
2023 Q1	$420K	Buy	634,467 +5,783	+0.9%	+$3.93K	0.33%	24
2022 Q4	$390K	Buy	+628,684	New	+$356K	0.34%	24
2018 Q3	$223K	Buy	+636,715	New	+$248K	0.37%	20

Other funds holding XPL

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wexford Capital West Palm Beach, Florida $607M AUM 57.92% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Focused Wealth Management Newburgh, New York $957M AUM 18.71% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM