BridgePort Financial Solutions’s iShares Silver Trust SLV Stock Holding History

BridgePort Financial Solutions’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	$262K	Sell	4,896 -1,626	-25%	-$108K	0.07%	196
2026 Q1	$444K	Sell	6,522 -1,497	-19%	-$114K	0.13%	135
2025 Q4	$517K	Sell	8,019 -763	-9%	-$38.2K	0.14%	127
2025 Q3	$372K	Buy	8,782 +1,260	+17%	+$45.2K	0.1%	155
2025 Q2	$247K	Buy	7,522 +869	+13%	+$26.6K	0.08%	166
2025 Q1	$206K	Buy	+6,653	New	+$193K	0.09%	151

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

BridgePort Financial Solutions's SLV Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its iShares Silver Trust (SLV) stake by 25% in Q2 2026, selling an estimated $108K and leaving 4,896 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #196.

BridgePort Financial Solutions first reported a position in SLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $517K in Q4 2025. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

BridgePort Financial Solutions held 4,896 shares of iShares Silver Trust worth $262K as of Q2 2026.
BridgePort Financial Solutions sold 1,626 iShares Silver Trust shares in Q2 2026, an estimated $108K.
iShares Silver Trust made up 0.07% of BridgePort Financial Solutions's portfolio in Q2 2026, its #196 holding.
BridgePort Financial Solutions first reported a position in iShares Silver Trust in Q1 2025 and has held it in 6 quarters since.
BridgePort Financial Solutions's iShares Silver Trust position peaked at $517K in Q4 2025.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.