Action Point Financial Planning’s iShares Silver Trust SLV Stock Holding History

Action Point Financial Planning’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$178K	Buy	+3,327	New	+$221K	0.02%	463

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Action Point Financial Planning's SLV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Silver Trust (SLV) in Q2 2026: 3,327 shares worth $178K. The stake represents 0.02% of the portfolio and ranks #463 among its holdings.

1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Action Point Financial Planning held 3,327 shares of iShares Silver Trust worth $178K as of Q2 2026.
iShares Silver Trust was a new Action Point Financial Planning position in Q2 2026.
iShares Silver Trust made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #463 holding.
1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.