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 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 $1.66T 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

BridgePort Financial Solutions's SLV Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its iShares Silver Trust (SLV) stake by 19% in Q1 2026, selling an estimated $114K and leaving 6,522 shares worth $444K. The position accounts for 0.13% of the portfolio, ranked #135.

BridgePort Financial Solutions first reported a position in SLV in Q1 2025 and has held it in 5 quarters since. The position peaked at $517K in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

BridgePort Financial Solutions held 6,522 shares of iShares Silver Trust worth $444K as of Q1 2026.
BridgePort Financial Solutions sold 1,497 iShares Silver Trust shares in Q1 2026, an estimated $114K.
iShares Silver Trust made up 0.13% of BridgePort Financial Solutions's portfolio in Q1 2026, its #135 holding.
BridgePort Financial Solutions first reported a position in iShares Silver Trust in Q1 2025 and has held it in 5 quarters since.
BridgePort Financial Solutions's iShares Silver Trust position peaked at $517K in Q4 2025.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.