CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s iShares Silver Trust SLV Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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 		– Sell
-5,930
Closed -$382K – 147
2025
Q4 		$382K Buy
+5,930
New +$297K 0.13% 100

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

Carlton Hofferkamp & Jenks Wealth Management's SLV Position: Q1 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 5,930 shares — an estimated $382K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in SLV in Q4 2025 and held it in 1 quarter. The position peaked at $382K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 5,930 iShares Silver Trust shares in Q1 2026, an estimated $382K.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in iShares Silver Trust in Q4 2025 and held it in 1 quarter.
  • Carlton Hofferkamp & Jenks Wealth Management's iShares Silver Trust position peaked at $382K in Q4 2025.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.