Helen Stephens Group’s iShares Silver Trust SLV Stock Holding History

Helen Stephens Group’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	$480K	Sell	8,980 -291	-3%	-$19.3K	0.08%	92
2026 Q1	$632K	Buy	9,271 +534	+6%	+$40.6K	0.13%	69
2025 Q4	$563K	Buy	8,737 +1,231	+16%	+$61.6K	0.12%	63
2025 Q3	$318K	Hold	7,506	–	–	0.07%	82
2025 Q2	$246K	Buy	+7,506	New	+$230K	0.06%	78

Other funds holding SLV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

VSI

Verde Servicos Internacionais Sao Paulo, Brazil $273M AUM 17.36% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NPAN

Northeast Planning Associates NH Bedford, New Hampshire $133M AUM 26.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

Helen Stephens Group's SLV Position: Q2 2026 in Review

Helen Stephens Group reduced its iShares Silver Trust (SLV) stake by 3.1% in Q2 2026, selling an estimated $19.3K and leaving 8,980 shares worth $480K. The position accounts for 0.08% of the portfolio, ranked #92.

Helen Stephens Group first reported a position in SLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $632K in Q1 2026. 700 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Helen Stephens Group held 8,980 shares of iShares Silver Trust worth $480K as of Q2 2026.
Helen Stephens Group sold 291 iShares Silver Trust shares in Q2 2026, an estimated $19.3K.
iShares Silver Trust made up 0.08% of Helen Stephens Group's portfolio in Q2 2026, its #92 holding.
Helen Stephens Group first reported a position in iShares Silver Trust in Q2 2025 and has held it in 5 quarters since.
Helen Stephens Group's iShares Silver Trust position peaked at $632K in Q1 2026.
700 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.