Founders Financial Securities
SLV icon

Founders Financial Securities’s iShares Silver Trust SLV Stock Holding History

Founders Financial Securities’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
Q3 		$826K Sell
15,148
-4,266
-22% -$242K 0.04% 335
2026
Q2 		$1.04M Sell
19,414
-624
-3% -$41.4K 0.05% 297
2026
Q1 		$1.37M Sell
20,038
-5,269
-21% -$400K 0.08% 241
2025
Q4 		$1.63M Buy
25,307
+3,062
+14% +$153K 0.1% 198
2025
Q3 		$943K Buy
22,245
+9,792
+79% +$352K 0.06% 257
2025
Q2 		$409K Buy
12,453
+267
+2% +$8.17K 0.03% 373
2025
Q1 		$368K Buy
12,186
+1,499
+14% +$43.6K 0.03% 366
2024
Q4 		$281K Buy
10,687
+59
+0.6% +$1.69K 0.03% 386
2024
Q3 		$302K Buy
10,628
+1,432
+16% +$38.5K 0.03% 369
2024
Q2 		$244K Hold
9,196
– – 0.02% 378
2024
Q1 		$209K Hold
9,196
– – 0.02% 363
2023
Q4 		$200K Buy
+9,196
New +$196K 0.02% 350
2023
Q3 		– Sell
-54,082
Closed -$1.13M – 350
2023
Q2 		$1.13M Buy
54,082
+43,397
+406% +$965K 0.15% 127
2023
Q1 		$236K Buy
+10,685
New +$221K 0.03% 281
2022
Q1 		– Sell
-10,068
Closed -$217K – 278
2021
Q4 		$217K Sell
10,068
-2,931
-23% -$63.3K 0.04% 242
2021
Q3 		$267K Hold
12,999
– – 0.05% 224
2021
Q2 		$315K Sell
12,999
-80
-0.6% -$1.98K 0.06% 224
2021
Q1 		$297K Buy
13,079
+1,774
+16% +$43.2K 0.07% 201
2020
Q4 		$278K Buy
+11,305
New +$257K 0.07% 175

Other funds holding SLV

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Richard C. Young & Co
Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Founders Financial Securities's SLV Position: Q3 2026 in Review

Founders Financial Securities reduced its iShares Silver Trust (SLV) stake by 22% in Q3 2026, selling an estimated $242K and leaving 15,148 shares worth $826K. The position accounts for 0.04% of the portfolio, ranked #335.

Founders Financial Securities first reported a position in SLV in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.63M in Q4 2025. 988 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Founders Financial Securities held 15,148 shares of iShares Silver Trust worth $826K as of Q3 2026.
  • Founders Financial Securities sold 4,266 iShares Silver Trust shares in Q3 2026, an estimated $242K.
  • iShares Silver Trust made up 0.04% of Founders Financial Securities's portfolio in Q3 2026, its #335 holding.
  • Founders Financial Securities first reported a position in iShares Silver Trust in Q4 2020 and has held it in 19 quarters since.
  • Founders Financial Securities's iShares Silver Trust position peaked at $1.63M in Q4 2025.
  • 988 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.