Concord Wealth Partners’s Standard Lithium SLI Stock Holding History

Concord Wealth Partners’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	$2.75K	Buy	+1,000	New	+$3.64K	﹤0.01%	723
2026 Q1	–	Sell	-1,000	Closed	-$4.47K	–	686
2025 Q4	$4.47K	Hold	1,000	–	–	﹤0.01%	637
2025 Q3	$3.37K	Hold	1,000	–	–	﹤0.01%	676
2025 Q2	$1.96K	Hold	1,000	–	–	﹤0.01%	717
2025 Q1	$1.27K	Hold	1,000	–	–	﹤0.01%	716
2024 Q4	$1.46K	Hold	1,000	–	–	﹤0.01%	742
2024 Q3	$1.61K	Hold	1,000	–	–	﹤0.01%	766
2024 Q2	$1.25K	Hold	1,000	–	–	﹤0.01%	708
2024 Q1	$1.18K	Hold	1,000	–	–	﹤0.01%	785
2023 Q4	$2.02K	Hold	1,000	–	–	﹤0.01%	713
2023 Q3	$2.83K	Hold	1,000	–	–	﹤0.01%	815
2023 Q2	$4.5K	Hold	1,000	–	–	﹤0.01%	724
2023 Q1	$3.8K	Hold	1,000	–	–	﹤0.01%	716
2022 Q4	$2.95K	Buy	+1,000	New	+$3.87K	﹤0.01%	866
2022 Q3	–	Sell	-1,000	Closed	-$4K	–	978
2022 Q2	$4K	Buy	+1,000	New	+$5.92K	﹤0.01%	892
2022 Q1	–	Sell	-1,000	Closed	-$10K	–	1371
2021 Q4	$10K	Buy	+1,000	New	+$9.79K	﹤0.01%	789

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 $416B AUM 44.19% 1-Year Est. Return

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

Concord Wealth Partners's SLI Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Standard Lithium (SLI) in Q2 2026: 1,000 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #723 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SLI as recently as Q4 2025.

Concord Wealth Partners first reported a position in SLI in Q4 2021 and has held it in 16 quarters since. The position peaked at $10K in Q4 2021. 137 funds tracked by Wall St. Rank hold SLI as of Q2 2026.

Concord Wealth Partners held 1,000 shares of Standard Lithium worth $2.75K as of Q2 2026.
Standard Lithium was a new Concord Wealth Partners position in Q2 2026.
Standard Lithium made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #723 holding.
Concord Wealth Partners first reported a position in Standard Lithium in Q4 2021 and has held it in 16 quarters since.
Concord Wealth Partners's Standard Lithium position peaked at $10K in Q4 2021.
137 funds tracked by Wall St. Rank held Standard Lithium as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.