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	–	Sell	-17,000	Closed	-$1.1M	–	1863
2025 Q4	$1.1M	Buy	17,000 +12,000	+240%	+$601K	0.01%	774
2025 Q3	$212K	Sell	5,000 -15,000	-75%	-$539K	﹤0.01%	1537
2025 Q2	$656K	Buy	20,000 +5,000	+33%	+$153K	0.01%	916
2025 Q1	$465K	Buy	+15,000	New	+$436K	0.01%	992

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kestra Private Wealth Services's SLV Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Silver Trust (SLV) stake by 6.3% in Q2 2026, selling an estimated $334K and leaving 74,348 shares worth $3.98M. The position accounts for 0.04% of the portfolio, ranked #402.

Kestra Private Wealth Services first reported a position in SLV in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.41M in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Kestra Private Wealth Services held 74,348 shares of iShares Silver Trust worth $3.98M as of Q2 2026.
Kestra Private Wealth Services sold 5,038 iShares Silver Trust shares in Q2 2026, an estimated $334K.
iShares Silver Trust made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #402 holding.
Kestra Private Wealth Services first reported a position in iShares Silver Trust in Q3 2020 and has held it in 24 quarters since.
Kestra Private Wealth Services's iShares Silver Trust position peaked at $5.41M in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.