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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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.