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Lee Financial’s iShares Silver Trust SLV Stock Holding History

Lee 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 		$785K Buy
11,524
+2,395
+26% +$182K 0.11% 84
2025
Q4 		$588K Buy
9,129
+88
+1% +$4.41K 0.08% 94
2025
Q3 		$383K Buy
9,041
+1,601
+22% +$57.5K 0.05% 128
2025
Q2 		$244K Hold
7,440
– – 0.04% 135
2025
Q1 		$231K Buy
+7,440
New +$216K 0.04% 140
2024
Q4 		– Sell
-7,440
Closed -$211K – 185
2024
Q3 		$211K Buy
+7,440
New +$200K 0.03% 169
2024
Q1 		– Sell
-7,540
Closed -$164K – 708
2023
Q4 		$164K Sell
7,540
-922
-11% -$19.6K 0.03% 148
2023
Q3 		$172K Buy
8,462
+10
+0.1% +$216 0.03% 138
2023
Q2 		$177K Buy
8,452
+60
+0.7% +$1.33K 0.03% 134
2023
Q1 		$186K Sell
8,392
-1,100
-12% -$22.8K 0.03% 132
2022
Q4 		$209K Hold
9,492
– – 0.04% 145
2022
Q3 		$166K Buy
9,492
+2,180
+30% +$38.6K 0.03% 155
2022
Q2 		$136K Hold
7,312
– – 0.03% 167
2022
Q1 		$167K Sell
7,312
-12
-0.2% -$267 0.03% 157
2021
Q4 		$158K Sell
7,324
-3,340
-31% -$72.1K 0.03% 160
2021
Q3 		$219K Hold
10,664
– – 0.05% 136
2021
Q2 		$258K Buy
10,664
+1,065
+11% +$26.4K 0.05% 125
2021
Q1 		$218K Buy
+9,599
New +$234K 0.05% 129
2020
Q1 		– Sell
-2,000
Closed -$33K – 510
2019
Q4 		$33K Buy
+2,000
New +$32.4K 0.01% 219
2018
Q1 		– Sell
-750
Closed -$12K – 774
2017
Q4 		$12K Sell
750
-1,700
-69% -$26.8K ﹤0.01% 299
2017
Q3 		$39K Sell
2,450
-2,280
-48% -$36.3K 0.01% 199
2017
Q2 		$74K Hold
4,730
– – 0.03% 166
2017
Q1 		$82K Hold
4,730
– – 0.03% 145
2016
Q4 		$71K Buy
+4,730
New +$76.9K 0.04% 153

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lee Financial's SLV Position: Q1 2026 in Review

Lee Financial increased its iShares Silver Trust (SLV) stake by 26% in Q1 2026, buying an estimated $182K and bringing the position to 11,524 shares worth $785K. The position accounts for 0.11% of the portfolio, ranked #84.

Lee Financial first reported a position in SLV in Q4 2016 and has held it in 24 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Lee Financial held 11,524 shares of iShares Silver Trust worth $785K as of Q1 2026.
  • Lee Financial bought 2,395 iShares Silver Trust shares in Q1 2026, an estimated $182K.
  • iShares Silver Trust made up 0.11% of Lee Financial's portfolio in Q1 2026, its #84 holding.
  • Lee Financial first reported a position in iShares Silver Trust in Q4 2016 and has held it in 24 quarters since.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.