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 Q3	$93.2K	Sell	1,710 -69	-4%	-$3.91K	0.02%	437
2026 Q2	$95.1K	Hold	1,779	–	–	0.02%	433
2026 Q1	$121K	Buy	1,779 +1,710	+2,478%	+$130K	0.02%	371
2025 Q4	$4.44K	Buy	+69	New	+$3.45K	﹤0.01%	1055
2024 Q2	–	Sell	-100	Closed	-$2.28K	–	1372
2024 Q1	$2.28K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Key Financial Inc's SLV Position: Q3 2026 in Review

Key Financial Inc reduced its iShares Silver Trust (SLV) stake by 3.9% in Q3 2026, selling an estimated $3.91K and leaving 1,710 shares worth $93.2K. The position accounts for 0.02% of the portfolio, ranked #437.

Key Financial Inc first reported a position in SLV in Q1 2021 and has held it in 16 quarters since. The position peaked at $121K in Q1 2026. 862 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Key Financial Inc held 1,710 shares of iShares Silver Trust worth $93.2K as of Q3 2026.
Key Financial Inc sold 69 iShares Silver Trust shares in Q3 2026, an estimated $3.91K.
iShares Silver Trust made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #437 holding.
Key Financial Inc first reported a position in iShares Silver Trust in Q1 2021 and has held it in 16 quarters since.
Key Financial Inc's iShares Silver Trust position peaked at $121K in Q1 2026.
862 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.