EFS
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Essex Financial Services’s iShares Silver Trust SLV Stock Holding History

Essex 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 		$1.97M Sell
28,907
-11,476
-28% -$872K 0.11% 177
2025
Q4 		$2.6M Buy
40,383
+3,023
+8% +$151K 0.15% 141
2025
Q3 		$1.58M Buy
37,360
+6,722
+22% +$241K 0.09% 189
2025
Q2 		$1.01M Buy
30,638
+1,097
+4% +$33.6K 0.07% 254
2025
Q1 		$915K Sell
29,541
-2,678
-8% -$77.8K 0.07% 248
2024
Q4 		$848K Sell
32,219
-1,592
-5% -$45.5K 0.06% 263
2024
Q3 		$1.07M Buy
33,811
+11,941
+55% +$321K 0.08% 224
2024
Q2 		$547K Sell
21,870
-20,455
-48% -$538K 0.04% 359
2024
Q1 		$963K Sell
42,325
-5,851
-12% -$125K 0.09% 214
2023
Q4 		$1.05M Buy
48,176
+5,016
+12% +$107K 0.11% 182
2023
Q3 		$878K Sell
43,160
-405
-0.9% -$8.75K 0.1% 190
2023
Q2 		$910K Sell
43,565
-60,805
-58% -$1.35M 0.1% 187
2023
Q1 		$2.31M Buy
+104,370
New +$2.16M 0.24% 97
2022
Q3 		– Sell
-36,793
Closed -$686K – 485
2022
Q2 		$686K Sell
36,793
-62,907
-63% -$1.31M 0.08% 231
2022
Q1 		$2.28M Sell
99,700
-2,968
-3% -$66K 0.22% 106
2021
Q4 		$2.21M Sell
102,668
-58,362
-36% -$1.26M 0.22% 102
2021
Q3 		$3.3M Sell
161,030
-28,788
-15% -$647K 0.38% 60
2021
Q2 		$4.6M Buy
+189,818
New +$4.7M 0.67% 28
2017
Q3 		– Sell
-15,650
Closed -$246K – 333
2017
Q2 		$246K Buy
15,650
+2,989
+24% +$48.7K 0.05% 300
2017
Q1 		$164K Buy
+12,661
New +$210K 0.04% 315

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

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

Essex Financial Services reduced its iShares Silver Trust (SLV) stake by 28% in Q1 2026, selling an estimated $872K and leaving 28,907 shares worth $1.97M. The position accounts for 0.11% of the portfolio, ranked #177.

Essex Financial Services first reported a position in SLV in Q1 2017 and has held it in 20 quarters since. The position peaked at $4.6M in Q2 2021. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Essex Financial Services held 28,907 shares of iShares Silver Trust worth $1.97M as of Q1 2026.
  • Essex Financial Services sold 11,476 iShares Silver Trust shares in Q1 2026, an estimated $872K.
  • iShares Silver Trust made up 0.11% of Essex Financial Services's portfolio in Q1 2026, its #177 holding.
  • Essex Financial Services first reported a position in iShares Silver Trust in Q1 2017 and has held it in 20 quarters since.
  • Essex Financial Services's iShares Silver Trust position peaked at $4.6M in Q2 2021.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.