Catalyst Financial Partners’s iShares Silver Trust SLV Stock Holding History

Catalyst Financial Partners’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	-6,640	Closed	-$428K	–	386
2025 Q4	$428K	Sell	6,640 -3,360	-34%	-$168K	0.05%	202
2025 Q3	$424K	Hold	10,000	–	–	0.05%	188
2025 Q2	$328K	Hold	10,000	–	–	0.04%	219
2025 Q1	$310K	Hold	10,000	–	–	0.06%	213
2024 Q4	$263K	Hold	10,000	–	–	0.05%	225
2024 Q3	$284K	Hold	10,000	–	–	0.06%	212
2024 Q2	$266K	Hold	10,000	–	–	0.06%	204
2024 Q1	$259K	Buy	+10,000	New	+$214K	0.07%	191

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

Catalyst Financial Partners's SLV Position: Q1 2026 in Review

Catalyst Financial Partners sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 6,640 shares — an estimated $428K sold.

Catalyst Financial Partners first reported a position in SLV in Q1 2024 and held it in 8 quarters. The position peaked at $428K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Catalyst Financial Partners reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
Catalyst Financial Partners sold 6,640 iShares Silver Trust shares in Q1 2026, an estimated $428K.
Catalyst Financial Partners first reported a position in iShares Silver Trust in Q1 2024 and held it in 8 quarters.
Catalyst Financial Partners's iShares Silver Trust position peaked at $428K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

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