Coordinated Financial Services’s iShares Silver Trust SLV Stock Holding History

Coordinated Financial Services’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	$476K	Sell	6,990 -1,560	-18%	-$119K	0.27%	101
2025 Q4	$551K	Buy	8,550 +50	+0.6%	+$2.5K	0.32%	91
2025 Q3	$360K	Hold	8,500	–	–	0.23%	111
2025 Q2	$279K	Sell	8,500 -1,000	-11%	-$30.6K	0.19%	125
2025 Q1	$294K	Hold	9,500	–	–	0.23%	111
2024 Q4	$250K	Buy	+9,500	New	+$271K	0.2%	122
2024 Q2	$252K	Hold	9,500	–	–	0.22%	110
2024 Q1	$216K	Buy	+9,500	New	+$203K	0.19%	121

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

Coordinated Financial Services's SLV Position: Q1 2026 in Review

Coordinated Financial Services reduced its iShares Silver Trust (SLV) stake by 18% in Q1 2026, selling an estimated $119K and leaving 6,990 shares worth $476K. The position accounts for 0.27% of the portfolio, ranked #101.

Coordinated Financial Services first reported a position in SLV in Q1 2024 and has held it in 8 quarters since. The position peaked at $551K in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Coordinated Financial Services held 6,990 shares of iShares Silver Trust worth $476K as of Q1 2026.
Coordinated Financial Services sold 1,560 iShares Silver Trust shares in Q1 2026, an estimated $119K.
iShares Silver Trust made up 0.27% of Coordinated Financial Services's portfolio in Q1 2026, its #101 holding.
Coordinated Financial Services first reported a position in iShares Silver Trust in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's iShares Silver Trust position peaked at $551K in Q4 2025.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.