CFSG
SLV icon

Community Financial Services Group’s iShares Silver Trust SLV Stock Holding History

Community Financial Services 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
Q2 		$45K Hold
840
– – 0.01% 244
2026
Q1 		$57.2K Buy
+840
New +$63.8K 0.01% 184

Other funds holding SLV

CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Community Financial Services Group's SLV Position: Q2 2026 in Review

Community Financial Services Group held its iShares Silver Trust (SLV) position steady in Q2 2026 at 840 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #244.

Community Financial Services Group first reported a position in SLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $57.2K in Q1 2026. 321 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Community Financial Services Group held 840 shares of iShares Silver Trust worth $45K as of Q2 2026.
  • Community Financial Services Group left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #244 holding.
  • Community Financial Services Group first reported a position in iShares Silver Trust in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's iShares Silver Trust position peaked at $57.2K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.