Cerity Partners’s Solitario Resources XPL Stock Holding History

Cerity Partners’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 Q2	$13.8K	Hold	18,300	–	–	﹤0.01%	3381
2026 Q1	$15K	Buy	18,300 +200	+1%	+$154	﹤0.01%	3193
2025 Q4	$12.6K	Hold	18,100	–	–	﹤0.01%	2855
2025 Q3	$12.6K	Hold	18,100	–	–	﹤0.01%	2734
2025 Q2	$11.8K	Hold	18,100	–	–	﹤0.01%	2617
2025 Q1	$10.9K	Hold	18,100	–	–	﹤0.01%	2461
2024 Q4	$10.8K	Hold	18,100	–	–	﹤0.01%	2411
2024 Q3	$12.7K	Hold	18,100	–	–	﹤0.01%	2518
2024 Q2	$16K	Buy	+18,100	New	+$14.3K	﹤0.01%	2206

Other funds holding XPL

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Cerity Partners's XPL Position: Q2 2026 in Review

Cerity Partners held its Solitario Resources (XPL) position steady in Q2 2026 at 18,300 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3381.

Cerity Partners first reported a position in XPL in Q2 2024 and has held it in 9 quarters since. The position peaked at $16K in Q2 2024. 50 funds tracked by Wall St. Rank hold XPL as of Q2 2026.

Cerity Partners held 18,300 shares of Solitario Resources worth $13.8K as of Q2 2026.
Cerity Partners left its Solitario Resources share count unchanged in Q2 2026.
Solitario Resources made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3381 holding.
Cerity Partners first reported a position in Solitario Resources in Q2 2024 and has held it in 9 quarters since.
Cerity Partners's Solitario Resources position peaked at $16K in Q2 2024.
50 funds tracked by Wall St. Rank held Solitario Resources as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.