EP Wealth Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

EP Wealth 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	$736K	Buy	13,091 +1,298	+11%	+$90.4K	﹤0.01%	863
2026 Q1	$844K	Buy	11,793 +3,692	+46%	+$295K	﹤0.01%	695
2025 Q4	$548K	Buy	+8,101	New	+$426K	﹤0.01%	839
2025 Q2	$272K	Buy	+7,894	New	+$253K	﹤0.01%	1081

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

EP Wealth Advisors's SIVR Position: Q2 2026 in Review

EP Wealth Advisors increased its abrdn Physical Silver Shares ETF (SIVR) stake by 11% in Q2 2026, buying an estimated $90.4K and bringing the position to 13,091 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

EP Wealth Advisors first reported a position in SIVR in Q2 2025 and has held it in 4 quarters since. The position peaked at $844K in Q1 2026. 354 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

EP Wealth Advisors held 13,091 shares of abrdn Physical Silver Shares ETF worth $736K as of Q2 2026.
EP Wealth Advisors bought 1,298 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $90.4K.
abrdn Physical Silver Shares ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #863 holding.
EP Wealth Advisors first reported a position in abrdn Physical Silver Shares ETF in Q2 2025 and has held it in 4 quarters since.
EP Wealth Advisors's abrdn Physical Silver Shares ETF position peaked at $844K in Q1 2026.
354 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.