BankPlus Trust Department’s iShares Silver Trust SLV Stock Holding History

BankPlus Trust Department’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	$242K	Buy	3,547 +484	+16%	+$36.8K	0.06%	170
2025 Q4	$197K	Hold	3,063	–	–	0.05%	176
2025 Q3	$130K	Hold	3,063	–	–	0.03%	196
2025 Q2	$100K	Hold	3,063	–	–	0.03%	195
2025 Q1	$94.9K	Buy	3,063 +865	+39%	+$25.1K	0.03%	180
2024 Q4	$57.9K	Buy	+2,198	New	+$62.8K	0.02%	216

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

BankPlus Trust Department's SLV Position: Q1 2026 in Review

BankPlus Trust Department increased its iShares Silver Trust (SLV) stake by 16% in Q1 2026, buying an estimated $36.8K and bringing the position to 3,547 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #170.

BankPlus Trust Department first reported a position in SLV in Q4 2024 and has held it in 6 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

BankPlus Trust Department held 3,547 shares of iShares Silver Trust worth $242K as of Q1 2026.
BankPlus Trust Department bought 484 iShares Silver Trust shares in Q1 2026, an estimated $36.8K.
iShares Silver Trust made up 0.06% of BankPlus Trust Department's portfolio in Q1 2026, its #170 holding.
BankPlus Trust Department first reported a position in iShares Silver Trust in Q4 2024 and has held it in 6 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.