Copley Financial Group’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Copley Financial Group’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 Q1	$1.39M	Sell	19,480 -78,433	-80%	-$6.26M	0.84%	20
2025 Q4	$6.62M	Sell	97,913 -4,011	-4%	-$211K	4.1%	8
2025 Q3	$4.53M	Buy	101,924 +16,627	+19%	+$626K	3.1%	9
2025 Q2	$2.94M	Sell	85,297 -874	-1%	-$28K	2.18%	9
2025 Q1	$2.8M	Sell	86,171 -362	-0.4%	-$11K	2.14%	9
2024 Q4	$2.39M	Buy	86,533 +15,455	+22%	+$463K	1.83%	12
2024 Q3	$2.11M	Buy	+71,078	New	+$2M	1.92%	12

Other funds holding SIVR

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Copley Financial Group's SIVR Position: Q1 2026 in Review

Copley Financial Group reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 80% in Q1 2026, selling an estimated $6.26M and leaving 19,480 shares worth $1.39M. The position accounts for 0.84% of the portfolio, ranked #20.

Copley Financial Group first reported a position in SIVR in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.62M in Q4 2025. 389 funds tracked by Wall St. Rank hold SIVR as of Q1 2026.

Copley Financial Group held 19,480 shares of abrdn Physical Silver Shares ETF worth $1.39M as of Q1 2026.
Copley Financial Group sold 78,433 abrdn Physical Silver Shares ETF shares in Q1 2026, an estimated $6.26M.
abrdn Physical Silver Shares ETF made up 0.84% of Copley Financial Group's portfolio in Q1 2026, its #20 holding.
Copley Financial Group first reported a position in abrdn Physical Silver Shares ETF in Q3 2024 and has held it in 7 quarters since.
Copley Financial Group's abrdn Physical Silver Shares ETF position peaked at $6.62M in Q4 2025.
389 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.