Carr Financial Group’s iShares Silver Trust SLV Stock Holding History

Carr Financial Group’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	$235K	Buy	3,446 +338	+11%	+$25.7K	0.06%	158
2025 Q4	$200K	Buy	+3,108	New	+$156K	0.05%	177
2023 Q3	–	Sell	-10,285	Closed	-$215K	–	176
2023 Q2	$215K	Buy	10,285 +575	+6%	+$12.8K	0.09%	167
2023 Q1	$215K	Buy	+9,710	New	+$201K	0.09%	157

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

Carr Financial Group's SLV Position: Q1 2026 in Review

Carr Financial Group increased its iShares Silver Trust (SLV) stake by 11% in Q1 2026, buying an estimated $25.7K and bringing the position to 3,446 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #158.

Carr Financial Group first reported a position in SLV in Q1 2023 and has held it in 4 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Carr Financial Group held 3,446 shares of iShares Silver Trust worth $235K as of Q1 2026.
Carr Financial Group bought 338 iShares Silver Trust shares in Q1 2026, an estimated $25.7K.
iShares Silver Trust made up 0.06% of Carr Financial Group's portfolio in Q1 2026, its #158 holding.
Carr Financial Group first reported a position in iShares Silver Trust in Q1 2023 and has held it in 4 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.