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Bradley Foster & Sargent’s iShares Silver Trust SLV Stock Holding History

Bradley Foster & Sargent’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 		$531K Sell
7,788
-1,684
-18% -$128K 0.01% 383
2025
Q4 		$610K Buy
+9,472
New +$474K 0.01% 363

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bradley Foster & Sargent's SLV Position: Q1 2026 in Review

Bradley Foster & Sargent reduced its iShares Silver Trust (SLV) stake by 18% in Q1 2026, selling an estimated $128K and leaving 7,788 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #383.

Bradley Foster & Sargent first reported a position in SLV in Q4 2025 and has held it in 2 quarters since. The position peaked at $610K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Bradley Foster & Sargent held 7,788 shares of iShares Silver Trust worth $531K as of Q1 2026.
  • Bradley Foster & Sargent sold 1,684 iShares Silver Trust shares in Q1 2026, an estimated $128K.
  • iShares Silver Trust made up 0.01% of Bradley Foster & Sargent's portfolio in Q1 2026, its #383 holding.
  • Bradley Foster & Sargent first reported a position in iShares Silver Trust in Q4 2025 and has held it in 2 quarters since.
  • Bradley Foster & Sargent's iShares Silver Trust position peaked at $610K in Q4 2025.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.