KKM Financial’s iShares Silver Trust SLV Stock Holding History

KKM Financial’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	$509K	Hold	7,897	–	–	0.09%	122
2025 Q4	$509K	Buy	7,897 +2,787	+55%	+$140K	0.09%	122
2025 Q3	$217K	Buy	+5,110	New	+$184K	0.07%	135
2024 Q4	–	Sell	-15,736	Closed	-$447K	–	159
2024 Q3	$447K	Buy	+15,736	New	+$423K	0.22%	89

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

KKM Financial's SLV Position: Q1 2026 in Review

KKM Financial held its iShares Silver Trust (SLV) position steady in Q1 2026 at 7,897 shares worth $509K. The position accounts for 0.09% of the portfolio, ranked #122.

KKM Financial first reported a position in SLV in Q3 2024 and has held it in 4 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

KKM Financial held 7,897 shares of iShares Silver Trust worth $509K as of Q1 2026.
KKM Financial left its iShares Silver Trust share count unchanged in Q1 2026.
iShares Silver Trust made up 0.09% of KKM Financial's portfolio in Q1 2026, its #122 holding.
KKM Financial first reported a position in iShares Silver Trust in Q3 2024 and has held it in 4 quarters since.
1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.