Financial Plan Inc’s iShares Silver Trust SLV Stock Holding History

Financial Plan Inc’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	$2.73M	Sell	40,026 -741	-2%	-$56.3K	0.29%	32
2025 Q4	$2.63M	Buy	+40,767	New	+$2.04M	0.3%	32

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Plan Inc's SLV Position: Q1 2026 in Review

Financial Plan Inc reduced its iShares Silver Trust (SLV) stake by 1.8% in Q1 2026, selling an estimated $56.3K and leaving 40,026 shares worth $2.73M. The position accounts for 0.29% of the portfolio, ranked #32.

Financial Plan Inc first reported a position in SLV in Q4 2025 and has held it in 2 quarters since. 1,555 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Financial Plan Inc held 40,026 shares of iShares Silver Trust worth $2.73M as of Q1 2026.
Financial Plan Inc sold 741 iShares Silver Trust shares in Q1 2026, an estimated $56.3K.
iShares Silver Trust made up 0.29% of Financial Plan Inc's portfolio in Q1 2026, its #32 holding.
Financial Plan Inc first reported a position in iShares Silver Trust in Q4 2025 and has held it in 2 quarters since.
1,555 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.