HP
XPL icon

Holistic Planning’s Solitario Resources XPL Stock Holding History

Holistic Planning’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 		$7.52K Hold
10,000
– – ﹤0.01% 336
2026
Q1 		$8.2K Buy
+10,000
New +$7.71K ﹤0.01% 292

Other funds holding XPL

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Holistic Planning's XPL Position: Q2 2026 in Review

Holistic Planning held its Solitario Resources (XPL) position steady in Q2 2026 at 10,000 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Holistic Planning first reported a position in XPL in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.2K in Q1 2026. 54 funds tracked by Wall St. Rank hold XPL as of Q2 2026.

  • Holistic Planning held 10,000 shares of Solitario Resources worth $7.52K as of Q2 2026.
  • Holistic Planning left its Solitario Resources share count unchanged in Q2 2026.
  • Solitario Resources made up ﹤0.01% of Holistic Planning's portfolio in Q2 2026, its #336 holding.
  • Holistic Planning first reported a position in Solitario Resources in Q1 2026 and has held it in 2 quarters since.
  • Holistic Planning's Solitario Resources position peaked at $8.2K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Solitario Resources as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.