Key Financial Inc’s iShares Silver Trust SLV Stock Holding History

Key Financial Inc’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	$121K	Buy	1,779 +1,710	+2,478%	+$130K	0.02%	371
2025 Q4	$4.45K	Buy	+69	New	+$3.45K	﹤0.01%	1055
2024 Q2	–	Sell	-100	Closed	-$2.27K	–	1372
2024 Q1	$2.27K	Hold	100	–	–	﹤0.01%	1089
2023 Q4	$2.18K	Hold	100	–	–	﹤0.01%	1089
2023 Q3	$2.03K	Hold	100	–	–	﹤0.01%	1111
2023 Q2	$2.09K	Hold	100	–	–	﹤0.01%	1158
2023 Q1	$2.21K	Hold	100	–	–	﹤0.01%	943
2022 Q4	$1.75K	Hold	100	–	–	﹤0.01%	968
2022 Q3	$2K	Sell	100 -807	-89%	-$14.3K	﹤0.01%	973
2022 Q2	$17K	Buy	907 +807	+807%	+$16.8K	0.01%	536
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	945
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	841
2021 Q3	$2K	Buy	+100	New	+$2.25K	﹤0.01%	820
2021 Q2	–	Sell	-2,000	Closed	-$45K	–	891
2021 Q1	$45K	Buy	+2,000	New	+$48.7K	0.03%	296

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

Key Financial Inc's SLV Position: Q1 2026 in Review

Key Financial Inc increased its iShares Silver Trust (SLV) stake by 2,478% in Q1 2026, buying an estimated $130K and bringing the position to 1,779 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #371.

Key Financial Inc first reported a position in SLV in Q1 2021 and has held it in 14 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Key Financial Inc held 1,779 shares of iShares Silver Trust worth $121K as of Q1 2026.
Key Financial Inc bought 1,710 iShares Silver Trust shares in Q1 2026, an estimated $130K.
iShares Silver Trust made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #371 holding.
Key Financial Inc first reported a position in iShares Silver Trust in Q1 2021 and has held it in 14 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.