Hegarty Advisors
SIVR icon

Hegarty Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Hegarty Advisors’s Portfolio SIVR Stock Details SIVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.4M Buy
24,428
+1,403
+6% +$83.6K 0.87% 27
2026
Q2 		$1.29M Sell
23,025
-284
-1% -$19.8K 0.89% 28
2026
Q1 		$1.67M Buy
+23,309
New +$1.86M 1.32% 24

Other funds holding SIVR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mainstay Capital Management
Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CMAI
Capital Management Associates Inc Minneapolis, Minnesota $499M AUM 17.81% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
180 Wealth Advisors
180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Hegarty Advisors's SIVR Position: Q3 2026 in Review

Hegarty Advisors increased its abrdn Physical Silver Shares ETF (SIVR) stake by 6.1% in Q3 2026, buying an estimated $83.6K and bringing the position to 24,428 shares worth $1.4M. The position accounts for 0.87% of the portfolio, ranked #27.

Hegarty Advisors first reported a position in SIVR in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.67M in Q1 2026. 219 funds tracked by Wall St. Rank hold SIVR as of Q3 2026.

  • Hegarty Advisors held 24,428 shares of abrdn Physical Silver Shares ETF worth $1.4M as of Q3 2026.
  • Hegarty Advisors bought 1,403 abrdn Physical Silver Shares ETF shares in Q3 2026, an estimated $83.6K.
  • abrdn Physical Silver Shares ETF made up 0.87% of Hegarty Advisors's portfolio in Q3 2026, its #27 holding.
  • Hegarty Advisors first reported a position in abrdn Physical Silver Shares ETF in Q1 2026 and has held it in 3 quarters since.
  • Hegarty Advisors's abrdn Physical Silver Shares ETF position peaked at $1.67M in Q1 2026.
  • 219 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.