Merit Financial Group’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Merit Financial Group’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
2026 Q2	$7.53M	Sell	133,994 -9,354	-7%	-$652K	0.05%	326
2026 Q1	$10.3M	Sell	143,348 -6,105	-4%	-$487K	0.08%	219
2025 Q4	$10.1M	Buy	149,453 +18,074	+14%	+$950K	0.08%	202
2025 Q3	$5.84M	Sell	131,379 -5,644	-4%	-$213K	0.05%	281
2025 Q2	$4.71M	Buy	137,023 +3,836	+3%	+$123K	0.05%	295
2025 Q1	$4.33M	Buy	133,187 +19,653	+17%	+$598K	0.06%	250
2024 Q4	$3.13M	Buy	113,534 +13,129	+13%	+$393K	0.06%	265
2024 Q3	$2.99M	Buy	100,405 +7,124	+8%	+$200K	0.07%	226
2024 Q2	$2.6M	Sell	93,281 -282	-0.3%	-$7.76K	0.06%	234
2024 Q1	$2.37M	Buy	+93,563	New	+$2.09M	0.06%	242

Other funds holding SIVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BBVA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ANTB

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Merit Financial Group's SIVR Position: Q2 2026 in Review

Merit Financial Group reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 6.5% in Q2 2026, selling an estimated $652K and leaving 133,994 shares worth $7.53M. The position accounts for 0.05% of the portfolio, ranked #326.

Merit Financial Group first reported a position in SIVR in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.3M in Q1 2026. 354 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Merit Financial Group held 133,994 shares of abrdn Physical Silver Shares ETF worth $7.53M as of Q2 2026.
Merit Financial Group sold 9,354 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $652K.
abrdn Physical Silver Shares ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #326 holding.
Merit Financial Group first reported a position in abrdn Physical Silver Shares ETF in Q1 2024 and has held it in 10 quarters since.
Merit Financial Group's abrdn Physical Silver Shares ETF position peaked at $10.3M in Q1 2026.
354 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.