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Kestra Private Wealth Services’s iShares Silver Trust SLV Stock Holding History

Kestra Private Wealth 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
Q1 		$5.41M Buy
79,386
+5,288
+7% +$402K 0.07% 309
2025
Q4 		$4.77M Buy
74,098
+6,071
+9% +$304K 0.06% 322
2025
Q3 		$2.88M Buy
68,027
+14,730
+28% +$529K 0.04% 427
2025
Q2 		$1.75M Buy
53,297
+13,443
+34% +$411K 0.03% 538
2025
Q1 		$1.24M Buy
39,854
+2,074
+5% +$60.3K 0.02% 605
2024
Q4 		$995K Buy
37,780
+12,147
+47% +$347K 0.02% 652
2024
Q3 		$728K Sell
25,633
-5,662
-18% -$152K 0.01% 733
2024
Q2 		$832K Sell
31,295
-1,089
-3% -$28.6K 0.02% 636
2024
Q1 		$737K Sell
32,384
-26,144
-45% -$558K 0.02% 651
2023
Q4 		$1.27M Buy
58,528
+902
+2% +$19.2K 0.03% 456
2023
Q3 		$1.17M Buy
57,626
+24,758
+75% +$535K 0.04% 418
2023
Q2 		$687K Buy
32,868
+2,888
+10% +$64.2K 0.02% 529
2023
Q1 		$663K Buy
29,980
+5,547
+23% +$115K 0.03% 518
2022
Q4 		$538K Buy
24,433
+350
+1% +$6.86K 0.03% 503
2022
Q3 		$421K Sell
24,083
-4,047
-14% -$71.7K 0.02% 539
2022
Q2 		$524K Buy
28,130
+3,647
+15% +$76.1K 0.03% 488
2022
Q1 		$560K Buy
24,483
+1,954
+9% +$43.4K 0.03% 535
2021
Q4 		$485K Buy
22,529
+1,699
+8% +$36.7K 0.02% 606
2021
Q3 		$427K Sell
20,830
-25,361
-55% -$570K 0.02% 588
2021
Q2 		$1.12M Sell
46,191
-477
-1% -$11.8K 0.07% 306
2021
Q1 		$1.06M Sell
46,668
-5,881
-11% -$143K 0.07% 274
2020
Q4 		$1.3M Sell
52,549
-29,287
-36% -$666K 0.1% 218
2020
Q3 		$1.77M Buy
+81,836
New +$1.86M 0.15% 153

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Private Wealth Services's SLV Position: Q1 2026 in Review

Kestra Private Wealth Services increased its iShares Silver Trust (SLV) stake by 7.1% in Q1 2026, buying an estimated $402K and bringing the position to 79,386 shares worth $5.41M. The position accounts for 0.07% of the portfolio, ranked #309.

Kestra Private Wealth Services first reported a position in SLV in Q3 2020 and has held it in 23 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Kestra Private Wealth Services held 79,386 shares of iShares Silver Trust worth $5.41M as of Q1 2026.
  • Kestra Private Wealth Services bought 5,288 iShares Silver Trust shares in Q1 2026, an estimated $402K.
  • iShares Silver Trust made up 0.07% of Kestra Private Wealth Services's portfolio in Q1 2026, its #309 holding.
  • Kestra Private Wealth Services first reported a position in iShares Silver Trust in Q3 2020 and has held it in 23 quarters since.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.