Howard Financial Services
SLV icon

Howard Financial Services’s iShares Silver Trust SLV Stock Holding History

Howard Financial Services’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 		$299K Buy
5,491
+565
+11% +$32K 0.03% 184
2026
Q2 		$263K Buy
4,926
+713
+17% +$47.3K 0.03% 188
2026
Q1 		$287K Sell
4,213
-1,318
-24% -$100K 0.03% 176
2025
Q4 		$356K Sell
5,531
-68
-1% -$3.4K 0.04% 143
2025
Q3 		$237K Buy
+5,599
New +$201K 0.03% 168
2025
Q2 		– Sell
-8,624
Closed -$267K – 196
2025
Q1 		$267K Buy
8,624
+102
+1% +$2.96K 0.04% 148
2024
Q4 		$224K Hold
8,522
– – 0.03% 171
2024
Q3 		$242K Sell
8,522
-516
-6% -$13.9K 0.04% 145
2024
Q2 		$240K Buy
+9,038
New +$238K 0.04% 138
2023
Q1 		– Sell
-9,098
Closed -$200K – 150
2022
Q4 		$200K Buy
+9,098
New +$178K 0.05% 129
2022
Q2 		– Sell
-9,952
Closed -$228K – 141
2022
Q1 		$228K Sell
9,952
-185
-2% -$4.11K 0.07% 119
2021
Q4 		$218K Sell
10,137
-4,954
-33% -$107K 0.07% 119
2021
Q3 		$310K Hold
15,091
– – 0.12% 85
2021
Q2 		$366K Sell
15,091
-655
-4% -$16.2K 0.14% 79
2021
Q1 		$357K Buy
15,746
+495
+3% +$12.1K 0.16% 77
2020
Q4 		$375K Sell
15,251
-185
-1% -$4.21K 0.2% 60
2020
Q3 		$334K Buy
+15,436
New +$351K 0.22% 58

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Howard Financial Services's SLV Position: Q3 2026 in Review

Howard Financial Services increased its iShares Silver Trust (SLV) stake by 11% in Q3 2026, buying an estimated $32K and bringing the position to 5,491 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #184.

Howard Financial Services first reported a position in SLV in Q3 2020 and has held it in 17 quarters since. The position peaked at $375K in Q4 2020. 1,264 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Howard Financial Services held 5,491 shares of iShares Silver Trust worth $299K as of Q3 2026.
  • Howard Financial Services bought 565 iShares Silver Trust shares in Q3 2026, an estimated $32K.
  • iShares Silver Trust made up 0.03% of Howard Financial Services's portfolio in Q3 2026, its #184 holding.
  • Howard Financial Services first reported a position in iShares Silver Trust in Q3 2020 and has held it in 17 quarters since.
  • Howard Financial Services's iShares Silver Trust position peaked at $375K in Q4 2020.
  • 1,264 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.