XML Financial’s Orla Mining ORLA Stock Holding History

XML Financial’s Portfolio ORLA Stock Details ORLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-23,400	Closed	-$229K	–	486
2026 Q2	$229K	Sell	23,400 -15,900	-40%	-$212K	0.02%	415
2026 Q1	$634K	Buy	39,300 +3,000	+8%	+$49.8K	0.05%	232
2025 Q4	$489K	Buy	36,300 +8,500	+31%	+$103K	0.04%	257
2025 Q3	$300K	Buy	27,800 +3,250	+13%	+$34.8K	0.02%	309
2025 Q2	$246K	Buy	24,550 +1,650	+7%	+$17.2K	0.02%	326
2025 Q1	$214K	Buy	+22,900	New	+$163K	0.02%	330

Other funds holding ORLA

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

XML Financial's ORLA Position: Q3 2026 in Review

XML Financial sold out of Orla Mining (ORLA) in Q3 2026, closing a stake of 23,400 shares — an estimated $229K sold.

XML Financial first reported a position in ORLA in Q1 2025 and held it in 6 quarters. The position peaked at $634K in Q1 2026. 2 funds tracked by Wall St. Rank hold ORLA as of Q3 2026.

XML Financial reported no remaining Orla Mining position as of Q3 2026 after selling out during the quarter.
XML Financial sold 23,400 Orla Mining shares in Q3 2026, an estimated $229K.
XML Financial first reported a position in Orla Mining in Q1 2025 and held it in 6 quarters.
XML Financial's Orla Mining position peaked at $634K in Q1 2026.
2 funds tracked by Wall St. Rank held Orla Mining as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.