FMP
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Financial Management Professionals’s iShares Silver Trust SLV Stock Holding History

Financial Management Professionals’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
Q2 		$35.8K Buy
670
+53
+9% +$3.51K ﹤0.01% 332
2026
Q1 		$42K Sell
617
-83
-12% -$6.31K ﹤0.01% 277
2025
Q4 		$45.1K Sell
700
-280
-29% -$14K ﹤0.01% 262
2025
Q3 		$41.5K Sell
980
-125
-11% -$4.49K ﹤0.01% 275
2025
Q2 		$36.3K Buy
1,105
+302
+38% +$9.24K ﹤0.01% 296
2025
Q1 		$24.9K Buy
803
+101
+14% +$2.94K ﹤0.01% 379
2024
Q4 		$18.5K Buy
702
+2
+0.3% +$57 ﹤0.01% 422
2024
Q3 		$20K Hold
700
– – ﹤0.01% 428
2024
Q2 		$19K Hold
700
– – ﹤0.01% 398
2024
Q1 		$16K Sell
700
-175
-20% -$3.74K ﹤0.01% 465
2023
Q4 		$19K Buy
875
+175
+25% +$3.73K ﹤0.01% 415
2023
Q3 		$14K Hold
700
– – ﹤0.01% 442
2023
Q2 		$15K Sell
700
-75
-10% -$1.67K ﹤0.01% 468
2023
Q1 		$17K Hold
775
– – ﹤0.01% 464
2022
Q4 		$17K Hold
775
– – ﹤0.01% 403
2022
Q3 		$14K Hold
775
– – ﹤0.01% 419
2022
Q2 		$14K Hold
775
– – ﹤0.01% 427
2022
Q1 		$18K Hold
775
– – ﹤0.01% 384
2021
Q4 		$17K Buy
775
+375
+94% +$8.1K ﹤0.01% 364
2021
Q3 		$8K Buy
400
+160
+67% +$3.6K ﹤0.01% 524
2021
Q2 		$6K Buy
240
+40
+20% +$991 ﹤0.01% 497
2021
Q1 		$5K Buy
+200
New +$4.87K ﹤0.01% 483

Other funds holding SLV

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Financial Management Professionals's SLV Position: Q2 2026 in Review

Financial Management Professionals increased its iShares Silver Trust (SLV) stake by 8.6% in Q2 2026, buying an estimated $3.51K and bringing the position to 670 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Financial Management Professionals first reported a position in SLV in Q1 2021 and has held it in 22 quarters since. The position peaked at $45.1K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Financial Management Professionals held 670 shares of iShares Silver Trust worth $35.8K as of Q2 2026.
  • Financial Management Professionals bought 53 iShares Silver Trust shares in Q2 2026, an estimated $3.51K.
  • iShares Silver Trust made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #332 holding.
  • Financial Management Professionals first reported a position in iShares Silver Trust in Q1 2021 and has held it in 22 quarters since.
  • Financial Management Professionals's iShares Silver Trust position peaked at $45.1K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.