Alpha Financial Partners’s iShares Silver Trust SLV Stock Holding History

Alpha Financial Partners’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 Q1	$485K	Buy	7,120 +600	+9%	+$45.6K	0.29%	55
2025 Q4	$420K	Sell	6,520 -650	-9%	-$32.5K	0.26%	55
2025 Q3	$304K	Sell	7,170 -700	-9%	-$25.1K	0.2%	67
2025 Q2	$258K	Sell	7,870 -1,750	-18%	-$53.5K	0.19%	69
2025 Q1	$298K	Hold	9,620	–	–	0.24%	56
2024 Q4	$253K	Sell	9,620 -23,564	-71%	-$673K	0.2%	60
2024 Q3	$943K	Buy	33,184 +23,364	+238%	+$628K	0.67%	34
2024 Q2	$261K	Hold	9,820	–	–	0.23%	54
2024 Q1	$223K	Hold	9,820	–	–	0.2%	64
2023 Q4	$214K	Buy	+9,820	New	+$209K	0.21%	74
2023 Q3	–	Sell	-9,820	Closed	-$205K	–	92
2023 Q2	$205K	Hold	9,820	–	–	0.22%	89
2023 Q1	$217K	Sell	9,820 -800	-8%	-$16.6K	0.24%	87
2022 Q4	$234K	Buy	+10,620	New	+$208K	0.28%	72

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Alpha Financial Partners's SLV Position: Q1 2026 in Review

Alpha Financial Partners increased its iShares Silver Trust (SLV) stake by 9.2% in Q1 2026, buying an estimated $45.6K and bringing the position to 7,120 shares worth $485K. The position accounts for 0.29% of the portfolio, ranked #55.

Alpha Financial Partners first reported a position in SLV in Q4 2022 and has held it in 13 quarters since. The position peaked at $943K in Q3 2024. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Alpha Financial Partners held 7,120 shares of iShares Silver Trust worth $485K as of Q1 2026.
Alpha Financial Partners bought 600 iShares Silver Trust shares in Q1 2026, an estimated $45.6K.
iShares Silver Trust made up 0.29% of Alpha Financial Partners's portfolio in Q1 2026, its #55 holding.
Alpha Financial Partners first reported a position in iShares Silver Trust in Q4 2022 and has held it in 13 quarters since.
Alpha Financial Partners's iShares Silver Trust position peaked at $943K in Q3 2024.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.