Convergence Financial’s iShares Silver Trust SLV Stock Holding History

Convergence Financial’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 Q3	$208K	Buy	+3,823	New	+$217K	0.03%	258

Other funds holding SLV

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Convergence Financial's SLV Position: Q3 2026 in Review

Convergence Financial opened a new position in iShares Silver Trust (SLV) in Q3 2026: 3,823 shares worth $208K. The stake represents 0.03% of the portfolio and ranks #258 among its holdings.

1,121 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Convergence Financial held 3,823 shares of iShares Silver Trust worth $208K as of Q3 2026.
iShares Silver Trust was a new Convergence Financial position in Q3 2026.
iShares Silver Trust made up 0.03% of Convergence Financial's portfolio in Q3 2026, its #258 holding.
1,121 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.