Provident Wealth Management
XPL icon

Provident Wealth Management’s Solitario Resources XPL Stock Holding History

Provident 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
Q3 		$16.7K Sell
28,953
-379
-1% -$271 0.01% 109
2026
Q2 		$22.1K Hold
29,332
– – 0.01% 142
2026
Q1 		$24.1K Hold
29,332
– – 0.01% 122
2025
Q4 		$20.4K Hold
29,332
– – 0.01% 126
2025
Q3 		$20.5K Hold
29,332
– – 0.01% 126
2025
Q2 		$19.1K Hold
29,332
– – 0.01% 124
2025
Q1 		$17.6K Hold
29,332
– – 0.01% 122
2024
Q4 		$17.4K Hold
29,332
– – 0.01% 110
2024
Q3 		$20.5K Hold
29,332
– – 0.01% 111
2024
Q2 		$26K Hold
29,332
– – 0.01% 103
2024
Q1 		$17.6K Hold
29,332
– – 0.01% 94
2023
Q4 		$16.4K Hold
29,332
– – 0.01% 79
2023
Q3 		$16K Buy
29,332
+8,999
+44% +$5.19K 0.01% 77
2023
Q2 		$11.7K Buy
+20,333
New +$12.3K 0.01% 80

Other funds holding XPL

U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Fruth Investment Management
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Provident Wealth Management's XPL Position: Q3 2026 in Review

Provident Wealth Management reduced its Solitario Resources (XPL) stake by 1.3% in Q3 2026, selling an estimated $271 and leaving 28,953 shares worth $16.7K. The position accounts for 0.01% of the portfolio, ranked #109.

Provident Wealth Management first reported a position in XPL in Q2 2023 and has held it in 14 quarters since. The position peaked at $26K in Q2 2024. 7 funds tracked by Wall St. Rank hold XPL as of Q3 2026.

  • Provident Wealth Management held 28,953 shares of Solitario Resources worth $16.7K as of Q3 2026.
  • Provident Wealth Management sold 379 Solitario Resources shares in Q3 2026, an estimated $271.
  • Solitario Resources made up 0.01% of Provident Wealth Management's portfolio in Q3 2026, its #109 holding.
  • Provident Wealth Management first reported a position in Solitario Resources in Q2 2023 and has held it in 14 quarters since.
  • Provident Wealth Management's Solitario Resources position peaked at $26K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Solitario Resources as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.