Focused Wealth Management’s Solitario Resources XPL Stock Holding History

Focused Wealth Management’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	$626K	Buy	762,900 +152,000	+25%	+$117K	0.06%	95
2025 Q4	$426K	Buy	610,900 +40,000	+7%	+$26.4K	0.04%	119
2025 Q3	$398K	Hold	570,900	–	–	0.04%	124
2025 Q2	$371K	Buy	570,900 +100,000	+21%	+$62.9K	0.04%	117
2025 Q1	$283K	Buy	470,900 +100,000	+27%	+$65.6K	0.04%	129
2024 Q4	$221K	Hold	370,900	–	–	0.03%	146
2024 Q3	$260K	Buy	370,900 +60,000	+19%	+$48.3K	0.03%	165
2024 Q2	$275K	Buy	310,900 +135,000	+77%	+$107K	0.04%	150
2024 Q1	$106K	Buy	175,900 +75,900	+76%	+$41.1K	0.02%	178
2023 Q4	$56K	Hold	100,000	–	–	0.01%	289
2023 Q3	$54.5K	Hold	100,000	–	–	0.01%	283
2023 Q2	$57.5K	Buy	100,000 +50,000	+100%	+$30.3K	0.01%	282
2023 Q1	$33.1K	Hold	50,000	–	–	0.01%	366
2022 Q4	$31K	Hold	50,000	–	–	0.01%	361
2022 Q3	$25K	Hold	50,000	–	–	0.01%	359
2022 Q2	$29K	Buy	+50,000	New	+$34.4K	0.01%	349

Other funds holding XPL

EIG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return

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

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Aegis Financial Mc Lean, Virginia $580M AUM 105.74% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Focused Wealth Management's XPL Position: Q1 2026 in Review

Focused Wealth Management increased its Solitario Resources (XPL) stake by 25% in Q1 2026, buying an estimated $117K and bringing the position to 762,900 shares worth $626K. The position accounts for 0.06% of the portfolio, ranked #95.

Focused Wealth Management first reported a position in XPL in Q2 2022 and has held it in 16 quarters since. 49 funds tracked by Wall St. Rank hold XPL as of Q1 2026.

Focused Wealth Management held 762,900 shares of Solitario Resources worth $626K as of Q1 2026.
Focused Wealth Management bought 152,000 Solitario Resources shares in Q1 2026, an estimated $117K.
Solitario Resources made up 0.06% of Focused Wealth Management's portfolio in Q1 2026, its #95 holding.
Focused Wealth Management first reported a position in Solitario Resources in Q2 2022 and has held it in 16 quarters since.
49 funds tracked by Wall St. Rank held Solitario Resources as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.