Kestra Private Wealth Services’s Solitario Resources XPL Stock Holding History

Kestra Private Wealth Services’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	$7.97K	Hold	10,596	–	–	﹤0.01%	1811
2026 Q1	$8.69K	Hold	10,596	–	–	﹤0.01%	1752
2025 Q4	$7.38K	Hold	10,596	–	–	﹤0.01%	1722
2025 Q3	$7.4K	Hold	10,596	–	–	﹤0.01%	1664
2025 Q2	$6.89K	Hold	10,596	–	–	﹤0.01%	1607
2025 Q1	$6.36K	Hold	10,596	–	–	﹤0.01%	1504
2024 Q4	$6.3K	Sell	10,596 -3,000	-22%	-$1.91K	﹤0.01%	1413
2024 Q3	$9.52K	Hold	13,596	–	–	﹤0.01%	1355
2024 Q2	$12K	Hold	13,596	–	–	﹤0.01%	1340
2024 Q1	$8.15K	Hold	13,596	–	–	﹤0.01%	1302
2023 Q4	$7.62K	Hold	13,596	–	–	﹤0.01%	1213
2023 Q3	$7.41K	Buy	13,596 +596	+5%	+$344	﹤0.01%	1161
2023 Q2	$7.47K	Hold	13,000	–	–	﹤0.01%	1082
2023 Q1	$8.61K	Buy	+13,000	New	+$8.84K	﹤0.01%	1049
2022 Q4	–	Sell	-13,000	Closed	-$6K	–	999
2022 Q3	$6K	Hold	13,000	–	–	﹤0.01%	902
2022 Q2	$7K	Hold	13,000	–	–	﹤0.01%	911
2022 Q1	$11K	Buy	+13,000	New	+$8.12K	﹤0.01%	973
2021 Q3	–	Sell	-18,000	Closed	-$12K	–	977
2021 Q2	$12K	Buy	+18,000	New	+$12.6K	﹤0.01%	883
2021 Q1	–	Sell	-10,000	Closed	-$6K	–	853
2020 Q4	$6K	Hold	10,000	–	–	﹤0.01%	736
2020 Q3	$4K	Buy	+10,000	New	+$3.88K	﹤0.01%	684

Other funds holding XPL

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Kestra Private Wealth Services's XPL Position: Q2 2026 in Review

Kestra Private Wealth Services held its Solitario Resources (XPL) position steady in Q2 2026 at 10,596 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Kestra Private Wealth Services first reported a position in XPL in Q3 2020 and has held it in 20 quarters since. The position peaked at $12K in Q2 2024. 54 funds tracked by Wall St. Rank hold XPL as of Q2 2026.

Kestra Private Wealth Services held 10,596 shares of Solitario Resources worth $7.97K as of Q2 2026.
Kestra Private Wealth Services left its Solitario Resources share count unchanged in Q2 2026.
Solitario Resources made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1811 holding.
Kestra Private Wealth Services first reported a position in Solitario Resources in Q3 2020 and has held it in 20 quarters since.
Kestra Private Wealth Services's Solitario Resources position peaked at $12K in Q2 2024.
54 funds tracked by Wall St. Rank held Solitario Resources as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.