Evercore Wealth Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Evercore Wealth Management’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	$344K	Sell	4,800 -2,200	-31%	-$176K	0.01%	319
2025 Q4	$473K	Sell	7,000 -3,500	-33%	-$184K	0.01%	293
2025 Q3	$467K	Hold	10,500	–	–	0.01%	302
2025 Q2	$361K	Buy	10,500 +1,000	+11%	+$32.1K	0.01%	319
2025 Q1	$309K	Hold	9,500	–	–	0.01%	333
2024 Q4	$262K	Hold	9,500	–	–	﹤0.01%	358
2024 Q3	$283K	Buy	+9,500	New	+$267K	﹤0.01%	352

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

Evercore Wealth Management's SIVR Position: Q1 2026 in Review

Evercore Wealth Management reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 31% in Q1 2026, selling an estimated $176K and leaving 4,800 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #319.

Evercore Wealth Management first reported a position in SIVR in Q3 2024 and has held it in 7 quarters since. The position peaked at $473K in Q4 2025. 388 funds tracked by Wall St. Rank hold SIVR as of Q1 2026.

Evercore Wealth Management held 4,800 shares of abrdn Physical Silver Shares ETF worth $344K as of Q1 2026.
Evercore Wealth Management sold 2,200 abrdn Physical Silver Shares ETF shares in Q1 2026, an estimated $176K.
abrdn Physical Silver Shares ETF made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #319 holding.
Evercore Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q3 2024 and has held it in 7 quarters since.
Evercore Wealth Management's abrdn Physical Silver Shares ETF position peaked at $473K in Q4 2025.
388 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.