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 Q2	$270K	Hold	4,800	–	–	﹤0.01%	355
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

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

Evercore Wealth Management's SIVR Position: Q2 2026 in Review

Evercore Wealth Management held its abrdn Physical Silver Shares ETF (SIVR) position steady in Q2 2026 at 4,800 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Evercore Wealth Management first reported a position in SIVR in Q3 2024 and has held it in 8 quarters since. The position peaked at $473K in Q4 2025. 355 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Evercore Wealth Management held 4,800 shares of abrdn Physical Silver Shares ETF worth $270K as of Q2 2026.
Evercore Wealth Management left its abrdn Physical Silver Shares ETF share count unchanged in Q2 2026.
abrdn Physical Silver Shares ETF made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #355 holding.
Evercore Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q3 2024 and has held it in 8 quarters since.
Evercore Wealth Management's abrdn Physical Silver Shares ETF position peaked at $473K in Q4 2025.
355 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.