Kovitz Investment Group Partners’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Kovitz Investment Group Partners’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-24,573	Closed	-$1.09M	–	1182
2025 Q3	$1.09M	Sell	24,573 -3,925	-14%	-$148K	﹤0.01%	825
2025 Q2	$981K	Buy	+28,498	New	+$914K	﹤0.01%	808

Other funds holding SIVR

JP Morgan Chase New York $1.81T AUM 41.13% 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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Kovitz Investment Group Partners's SIVR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of abrdn Physical Silver Shares ETF (SIVR) in Q4 2025, closing a stake of 24,573 shares — an estimated $1.09M sold.

Kovitz Investment Group Partners first reported a position in SIVR in Q2 2025 and held it in 2 quarters. The position peaked at $1.09M in Q3 2025. 367 funds tracked by Wall St. Rank hold SIVR as of Q4 2025.

Kovitz Investment Group Partners reported no remaining abrdn Physical Silver Shares ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 24,573 abrdn Physical Silver Shares ETF shares in Q4 2025, an estimated $1.09M.
Kovitz Investment Group Partners first reported a position in abrdn Physical Silver Shares ETF in Q2 2025 and held it in 2 quarters.
Kovitz Investment Group Partners's abrdn Physical Silver Shares ETF position peaked at $1.09M in Q3 2025.
367 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.