BFC Planning, Inc.’s Sprott Physical Silver Trust PSLV Stock Holding History

BFC Planning, Inc.’s Portfolio PSLV Stock Details PSLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$62.6K	Sell	3,233 -3,455	-52%	-$70.4K	﹤0.01%	1445
2026 Q2	$126K	Sell	6,688 -11,480	-63%	-$270K	0.01%	1130
2026 Q1	$443K	Sell	18,168 -445	-2%	-$12.1K	0.02%	606
2025 Q4	$440K	Buy	18,613 +14,158	+318%	+$259K	0.02%	585
2025 Q3	$69.9K	Hold	4,455	–	–	0.01%	1048
2025 Q2	$54.5K	Hold	4,455	–	–	﹤0.01%	1095
2025 Q1	$51.7K	Hold	4,455	–	–	﹤0.01%	1092
2024 Q4	$43K	Hold	4,455	–	–	﹤0.01%	1172
2024 Q3	$46.6K	Buy	+4,455	New	+$44.7K	﹤0.01%	1127

Other funds holding PSLV

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return

Fidelis Capital Partners Tampa, Florida $1.81B AUM 28.36% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BFC Planning, Inc.'s PSLV Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Sprott Physical Silver Trust (PSLV) stake by 52% in Q3 2026, selling an estimated $70.4K and leaving 3,233 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

BFC Planning, Inc. first reported a position in PSLV in Q3 2024 and has held it in 9 quarters since. The position peaked at $443K in Q1 2026. 408 funds tracked by Wall St. Rank hold PSLV as of Q3 2026.

BFC Planning, Inc. held 3,233 shares of Sprott Physical Silver Trust worth $62.6K as of Q3 2026.
BFC Planning, Inc. sold 3,455 Sprott Physical Silver Trust shares in Q3 2026, an estimated $70.4K.
Sprott Physical Silver Trust made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1445 holding.
BFC Planning, Inc. first reported a position in Sprott Physical Silver Trust in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Sprott Physical Silver Trust position peaked at $443K in Q1 2026.
408 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.