Kestra Advisory Services’s Standard Lithium SLI Stock Holding History

Kestra Advisory Services’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 Q1	$149K	Sell	43,722 -29,450	-40%	-$132K	﹤0.01%	2988
2025 Q4	$327K	Sell	73,172 -47,000	-39%	-$199K	﹤0.01%	2474
2025 Q3	$405K	Sell	120,172 -5,533	-4%	-$15.5K	﹤0.01%	2201
2025 Q2	$246K	Buy	125,705 +50,200	+66%	+$79K	﹤0.01%	2512
2025 Q1	$95.9K	Buy	+75,505	New	+$109K	﹤0.01%	2594
2024 Q1	–	Sell	-11,505	Closed	-$23.2K	–	2523
2023 Q4	$23.2K	Buy	+11,505	New	+$28.7K	﹤0.01%	2245
2022 Q4	–	Sell	-12,955	Closed	-$56K	–	2337
2022 Q3	$56K	Sell	12,955 -600	-4%	-$3.14K	﹤0.01%	2021
2022 Q2	$57K	Buy	+13,555	New	+$80.2K	﹤0.01%	2031
2022 Q1	–	Sell	-14,883	Closed	-$146K	–	2116
2021 Q4	$146K	Buy	+14,883	New	+$146K	﹤0.01%	1914

Other funds holding SLI

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

MIM

Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BGM

Burkehill Global Management New York $2.02B AUM 85.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Kestra Advisory Services's SLI Position: Q1 2026 in Review

Kestra Advisory Services reduced its Standard Lithium (SLI) stake by 40% in Q1 2026, selling an estimated $132K and leaving 43,722 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #2988.

Kestra Advisory Services first reported a position in SLI in Q4 2021 and has held it in 9 quarters since. The position peaked at $405K in Q3 2025. 140 funds tracked by Wall St. Rank hold SLI as of Q1 2026.

Kestra Advisory Services held 43,722 shares of Standard Lithium worth $149K as of Q1 2026.
Kestra Advisory Services sold 29,450 Standard Lithium shares in Q1 2026, an estimated $132K.
Standard Lithium made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2988 holding.
Kestra Advisory Services first reported a position in Standard Lithium in Q4 2021 and has held it in 9 quarters since.
Kestra Advisory Services's Standard Lithium position peaked at $405K in Q3 2025.
140 funds tracked by Wall St. Rank held Standard Lithium as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.