Allworth Financial’s Standard Lithium SLI Stock Holding History

Allworth Financial’s Portfolio SLI Stock Details SLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$743	Hold	270	–	–	﹤0.01%	4780
2026 Q1	$921	Hold	270	–	–	﹤0.01%	4594
2025 Q4	$1.21K	Hold	270	–	–	﹤0.01%	4307
2025 Q3	$910	Sell	270 -500	-65%	-$1.4K	﹤0.01%	4281
2025 Q2	$1.51K	Hold	770	–	–	﹤0.01%	3820
2025 Q1	$1.23K	Hold	770	–	–	﹤0.01%	3395
2024 Q4	$1.26K	Hold	770	–	–	﹤0.01%	3328
2024 Q3	$1.24K	Hold	770	–	–	﹤0.01%	3145
2024 Q2	$1.05K	Buy	770 +270	+54%	+$375	﹤0.01%	3144
2024 Q1	$590	Hold	500	–	–	﹤0.01%	3243
2023 Q4	$1.01K	Hold	500	–	–	﹤0.01%	2943
2023 Q3	$1.42K	Hold	500	–	–	﹤0.01%	2701
2023 Q2	$2.25K	Hold	500	–	–	﹤0.01%	2432
2023 Q1	$1.9K	Hold	500	–	–	﹤0.01%	2423
2022 Q4	$1.48K	Hold	500	–	–	﹤0.01%	2345
2022 Q3	$2K	Hold	500	–	–	﹤0.01%	2222
2022 Q2	$2K	Hold	500	–	–	﹤0.01%	2032
2022 Q1	$4K	Hold	500	–	–	﹤0.01%	1684
2021 Q4	$5K	Hold	500	–	–	﹤0.01%	1564
2021 Q3	$4K	Buy	+500	New	+$3.3K	﹤0.01%	1579

Other funds holding SLI

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MIM

Merewether Investment Management Dallas, Texas $5.31B AUM 73.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $71.9B AUM 42.37% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Allworth Financial's SLI Position: Q2 2026 in Review

Allworth Financial held its Standard Lithium (SLI) position steady in Q2 2026 at 270 shares worth $743. The position accounts for ﹤0.01% of the portfolio, ranked #4780.

Allworth Financial first reported a position in SLI in Q3 2021 and has held it in 20 quarters since. The position peaked at $5K in Q4 2021. 137 funds tracked by Wall St. Rank hold SLI as of Q2 2026.

Allworth Financial held 270 shares of Standard Lithium worth $743 as of Q2 2026.
Allworth Financial left its Standard Lithium share count unchanged in Q2 2026.
Standard Lithium made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4780 holding.
Allworth Financial first reported a position in Standard Lithium in Q3 2021 and has held it in 20 quarters since.
Allworth Financial's Standard Lithium position peaked at $5K in Q4 2021.
137 funds tracked by Wall St. Rank held Standard Lithium as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.