CFP
SLV icon

Curran Financial Partners’s iShares Silver Trust SLV Stock Holding History

Curran Financial Partners’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 		$1.11M Sell
16,267
-835
-5% -$63.4K 0.2% 55
2025
Q4 		$1.1M Sell
17,102
-876
-5% -$43.9K 0.21% 59
2025
Q3 		$762K Buy
17,978
+1,005
+6% +$36.1K 0.15% 80
2025
Q2 		$557K Buy
16,973
+1,008
+6% +$30.8K 0.12% 79
2025
Q1 		$495K Buy
15,965
+4,387
+38% +$127K 0.12% 66
2024
Q4 		$305K Buy
11,578
+1,208
+12% +$34.5K 0.08% 77
2024
Q3 		$295K Buy
10,370
+667
+7% +$17.9K 0.08% 75
2024
Q2 		$258K Sell
9,703
-7
-0.1% -$184 0.09% 75
2024
Q1 		$221K Buy
+9,710
New +$207K 0.08% 78
2023
Q1 		– Sell
-17,984
Closed -$396K – 70
2022
Q4 		$396K Sell
17,984
-2,848
-14% -$55.8K 0.19% 51
2022
Q3 		$365K Sell
20,832
-778
-4% -$13.8K 0.19% 43
2022
Q2 		$403K Sell
21,610
-6,508
-23% -$136K 0.19% 46
2022
Q1 		$643K Buy
28,118
+8,032
+40% +$179K 0.26% 51
2021
Q4 		$432K Buy
+20,086
New +$434K 0.18% 49

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Curran Financial Partners's SLV Position: Q1 2026 in Review

Curran Financial Partners reduced its iShares Silver Trust (SLV) stake by 4.9% in Q1 2026, selling an estimated $63.4K and leaving 16,267 shares worth $1.11M. The position accounts for 0.2% of the portfolio, ranked #55.

Curran Financial Partners first reported a position in SLV in Q4 2021 and has held it in 14 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Curran Financial Partners held 16,267 shares of iShares Silver Trust worth $1.11M as of Q1 2026.
  • Curran Financial Partners sold 835 iShares Silver Trust shares in Q1 2026, an estimated $63.4K.
  • iShares Silver Trust made up 0.2% of Curran Financial Partners's portfolio in Q1 2026, its #55 holding.
  • Curran Financial Partners first reported a position in iShares Silver Trust in Q4 2021 and has held it in 14 quarters since.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.