Clifford Swan Investment Counsel’s Sprott Physical Silver Trust PSLV Stock Holding History

Clifford Swan Investment Counsel’s Portfolio PSLV Stock Details PSLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$213K	Sell	8,725 -700	-7%	-$19.1K	0.01%	320
2025 Q4	$223K	Buy	+9,425	New	+$173K	0.01%	310
2018 Q4	–	Sell	-30,000	Closed	-$159K	–	310
2018 Q3	$159K	Hold	30,000	–	–	0.01%	313
2018 Q2	$176K	Hold	30,000	–	–	0.01%	306
2018 Q1	$181K	Buy	30,000 +14,750	+97%	+$91.4K	0.01%	304
2017 Q4	$97K	Hold	15,250	–	–	0.01%	313
2017 Q3	$96K	Hold	15,250	–	–	0.01%	311
2017 Q2	$96K	Hold	15,250	–	–	0.01%	316
2017 Q1	$105K	Hold	15,250	–	–	0.01%	294
2016 Q4	$93K	Buy	+15,250	New	+$100K	0.01%	276
2016 Q3	–	Sell	-15,250	Closed	-$111K	–	287
2016 Q2	$111K	Hold	15,250	–	–	0.01%	256
2016 Q1	$95K	Hold	15,250	–	–	0.01%	263
2015 Q4	$80K	Hold	15,250	–	–	0.01%	267
2015 Q3	$86K	Hold	15,250	–	–	0.01%	252
2015 Q2	$94K	Buy	15,250 +3,250	+27%	+$20.7K	0.01%	254
2015 Q1	$78K	Buy	+12,000	New	+$79.5K	0.01%	257

Other funds holding PSLV

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clifford Swan Investment Counsel's PSLV Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its Sprott Physical Silver Trust (PSLV) stake by 7.4% in Q1 2026, selling an estimated $19.1K and leaving 8,725 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #320.

Clifford Swan Investment Counsel first reported a position in PSLV in Q1 2015 and has held it in 16 quarters since. The position peaked at $223K in Q4 2025. 502 funds tracked by Wall St. Rank hold PSLV as of Q1 2026.

Clifford Swan Investment Counsel held 8,725 shares of Sprott Physical Silver Trust worth $213K as of Q1 2026.
Clifford Swan Investment Counsel sold 700 Sprott Physical Silver Trust shares in Q1 2026, an estimated $19.1K.
Sprott Physical Silver Trust made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #320 holding.
Clifford Swan Investment Counsel first reported a position in Sprott Physical Silver Trust in Q1 2015 and has held it in 16 quarters since.
Clifford Swan Investment Counsel's Sprott Physical Silver Trust position peaked at $223K in Q4 2025.
502 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.