Fortis Group Advisors’s iShares Silver Trust SLV Stock Holding History

Fortis Group Advisors’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	$2.42M	Sell	45,281 -41,789	-48%	-$2.77M	0.39%	71
2026 Q1	$5.81M	Sell	87,070 -22,556	-21%	-$1.71M	0.96%	23
2025 Q4	$8.26M	Buy	109,626 +8,313	+8%	+$416K	1.38%	14
2025 Q3	$4.46M	Buy	101,313 +99,935	+7,252%	+$3.59M	0.77%	30
2025 Q2	$45.2K	Hold	1,378	–	–	0.01%	246
2025 Q1	$42.7K	Hold	1,378	–	–	0.01%	221
2024 Q4	$36.3K	Hold	1,378	–	–	0.01%	227
2024 Q3	$39.1K	Sell	1,378 -9,265	-87%	-$249K	0.01%	218
2024 Q2	$283K	Buy	10,643 +9,265	+672%	+$244K	0.06%	155
2024 Q1	$31.4K	Sell	1,378 -63,391	-98%	-$1.35M	0.01%	244
2023 Q4	$1.43M	Buy	64,769 +1,378	+2%	+$29.3K	0.35%	39
2023 Q3	$1.4M	Sell	63,391 -224,010	-78%	-$4.84M	0.43%	33
2023 Q2	$6M	Buy	287,401 +215,772	+301%	+$4.8M	1.59%	17
2023 Q1	$1.65M	Buy	+71,629	New	+$1.48M	0.5%	37
2020 Q3	$873K	Buy	+40,354	New	+$917K	0.17%	70

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fortis Group Advisors's SLV Position: Q2 2026 in Review

Fortis Group Advisors reduced its iShares Silver Trust (SLV) stake by 48% in Q2 2026, selling an estimated $2.77M and leaving 45,281 shares worth $2.42M. The position accounts for 0.39% of the portfolio, ranked #71.

Fortis Group Advisors first reported a position in SLV in Q3 2020 and has held it in 15 quarters since. The position peaked at $8.26M in Q4 2025. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Fortis Group Advisors held 45,281 shares of iShares Silver Trust worth $2.42M as of Q2 2026.
Fortis Group Advisors sold 41,789 iShares Silver Trust shares in Q2 2026, an estimated $2.77M.
iShares Silver Trust made up 0.39% of Fortis Group Advisors's portfolio in Q2 2026, its #71 holding.
Fortis Group Advisors first reported a position in iShares Silver Trust in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's iShares Silver Trust position peaked at $8.26M in Q4 2025.
1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.