MBL Wealth’s Standard Lithium SLI Stock Holding History

MBL Wealth’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	$910K	Buy	331,000 +75,000	+29%	+$273K	0.06%	147
2026 Q1	$873K	Sell	256,000 -50,000	-16%	-$224K	0.07%	134
2025 Q4	$1.37M	Hold	306,000	–	–	0.11%	101
2025 Q3	$1.03M	Hold	306,000	–	–	0.09%	110
2025 Q2	$600K	Hold	306,000	–	–	0.06%	130
2025 Q1	$389K	Hold	306,000	–	–	0.04%	156
2024 Q4	$447K	Hold	306,000	–	–	0.04%	145
2024 Q3	$493K	Hold	306,000	–	–	0.05%	137
2024 Q2	$383K	Hold	306,000	–	–	0.04%	144
2024 Q1	$361K	Hold	306,000	–	–	0.04%	143
2023 Q4	$618K	Buy	306,000 +60,000	+24%	+$150K	0.08%	105
2023 Q3	$696K	Hold	246,000	–	–	0.1%	96
2023 Q2	$1.11M	Hold	246,000	–	–	0.16%	67
2023 Q1	$935K	Hold	246,000	–	–	0.15%	69
2022 Q4	$726K	Hold	246,000	–	–	0.14%	78
2022 Q3	$1.06M	Hold	246,000	–	–	0.23%	64
2022 Q2	$1.04M	Buy	246,000 +76,000	+45%	+$450K	0.26%	61
2022 Q1	$1.5M	Buy	+170,000	New	+$1.15M	0.37%	50
2021 Q3	$407K	Buy	+50,000	New	+$330K	0.14%	66

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

MBL Wealth's SLI Position: Q2 2026 in Review

MBL Wealth increased its Standard Lithium (SLI) stake by 29% in Q2 2026, buying an estimated $273K and bringing the position to 331,000 shares worth $910K. The position accounts for 0.06% of the portfolio, ranked #147.

MBL Wealth first reported a position in SLI in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.5M in Q1 2022. 137 funds tracked by Wall St. Rank hold SLI as of Q2 2026.

MBL Wealth held 331,000 shares of Standard Lithium worth $910K as of Q2 2026.
MBL Wealth bought 75,000 Standard Lithium shares in Q2 2026, an estimated $273K.
Standard Lithium made up 0.06% of MBL Wealth's portfolio in Q2 2026, its #147 holding.
MBL Wealth first reported a position in Standard Lithium in Q3 2021 and has held it in 19 quarters since.
MBL Wealth's Standard Lithium position peaked at $1.5M in Q1 2022.
137 funds tracked by Wall St. Rank held Standard Lithium as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.