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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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. 1,427 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.
  • 1,427 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.