Concurrent Investment Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Concurrent Investment Advisors’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.23M	Buy	21,945 +871	+4%	+$60.7K	0.01%	915
2026 Q1	$1.51M	Sell	21,074 -2,618	-11%	-$209K	0.02%	711
2025 Q4	$1.6M	Sell	23,692 -1,479	-6%	-$77.7K	0.02%	651
2025 Q3	$1.12M	Buy	25,171 +5,930	+31%	+$223K	0.02%	621
2025 Q2	$662K	Sell	19,241 -335	-2%	-$10.7K	0.01%	746
2025 Q1	$636K	Sell	19,576 -28,358	-59%	-$864K	0.02%	675
2024 Q4	$1.32M	Sell	47,934 -1,727	-3%	-$51.7K	0.04%	422
2024 Q3	$1.48M	Buy	49,661 +3,721	+8%	+$105K	0.04%	381
2024 Q2	$1.28M	Buy	+45,940	New	+$1.26M	0.04%	377

Other funds holding SIVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Concurrent Investment Advisors's SIVR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its abrdn Physical Silver Shares ETF (SIVR) stake by 4.1% in Q2 2026, buying an estimated $60.7K and bringing the position to 21,945 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #915.

Concurrent Investment Advisors first reported a position in SIVR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.6M in Q4 2025. 352 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Concurrent Investment Advisors held 21,945 shares of abrdn Physical Silver Shares ETF worth $1.23M as of Q2 2026.
Concurrent Investment Advisors bought 871 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $60.7K.
abrdn Physical Silver Shares ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #915 holding.
Concurrent Investment Advisors first reported a position in abrdn Physical Silver Shares ETF in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's abrdn Physical Silver Shares ETF position peaked at $1.6M in Q4 2025.
352 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.