Kirkwood Financial Services’s iShares Silver Trust SLV Stock Holding History

Kirkwood Financial 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	-3,985	Closed	-$257K	–	43
2025 Q4	$257K	Buy	+3,985	New	+$199K	0.09%	30

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

Jane Street New York $1.21T AUM 78.12% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kirkwood Financial Services's SLV Position: Q1 2026 in Review

Kirkwood Financial Services sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 3,985 shares — an estimated $257K sold.

Kirkwood Financial Services first reported a position in SLV in Q4 2025 and held it in 1 quarter. The position peaked at $257K in Q4 2025. 1,566 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Kirkwood Financial Services reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
Kirkwood Financial Services sold 3,985 iShares Silver Trust shares in Q1 2026, an estimated $257K.
Kirkwood Financial Services first reported a position in iShares Silver Trust in Q4 2025 and held it in 1 quarter.
Kirkwood Financial Services's iShares Silver Trust position peaked at $257K in Q4 2025.
1,566 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Kirkwood Financial Services's 13F filing for Q1 2026, filed 17 Sep 2026.