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Bright Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Bright Financial Advisors’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 		$201K Sell
2,953
-341
-10% -$25.9K 0.09% 66
2025
Q4 		$212K Buy
+3,294
New +$165K 0.1% 60

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

Bright Financial Advisors's SLV Position: Q1 2026 in Review

Bright Financial Advisors reduced its iShares Silver Trust (SLV) stake by 10% in Q1 2026, selling an estimated $25.9K and leaving 2,953 shares worth $201K. The position accounts for 0.09% of the portfolio, ranked #66.

Bright Financial Advisors first reported a position in SLV in Q4 2025 and has held it in 2 quarters since. The position peaked at $212K in Q4 2025. 1,553 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Bright Financial Advisors held 2,953 shares of iShares Silver Trust worth $201K as of Q1 2026.
  • Bright Financial Advisors sold 341 iShares Silver Trust shares in Q1 2026, an estimated $25.9K.
  • iShares Silver Trust made up 0.09% of Bright Financial Advisors's portfolio in Q1 2026, its #66 holding.
  • Bright Financial Advisors first reported a position in iShares Silver Trust in Q4 2025 and has held it in 2 quarters since.
  • Bright Financial Advisors's iShares Silver Trust position peaked at $212K in Q4 2025.
  • 1,553 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.