KF
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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
Q2 		$328K Sell
6,143
-1,754
-22% -$116K 0.05% 146
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KKM Financial's SLV Position: Q2 2026 in Review

KKM Financial reduced its iShares Silver Trust (SLV) stake by 22% in Q2 2026, selling an estimated $116K and leaving 6,143 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #146.

KKM Financial first reported a position in SLV in Q3 2024 and has held it in 5 quarters since. The position peaked at $509K in Q1 2026. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • KKM Financial held 6,143 shares of iShares Silver Trust worth $328K as of Q2 2026.
  • KKM Financial sold 1,754 iShares Silver Trust shares in Q2 2026, an estimated $116K.
  • iShares Silver Trust made up 0.05% of KKM Financial's portfolio in Q2 2026, its #146 holding.
  • KKM Financial first reported a position in iShares Silver Trust in Q3 2024 and has held it in 5 quarters since.
  • KKM Financial's iShares Silver Trust position peaked at $509K in Q1 2026.
  • 1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.