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Morton Capital Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Morton Capital Management’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
-4,656
Closed -$207K – 140
2025
Q3 		$207K Buy
+4,656
New +$175K 0.03% 127

Other funds holding SIVR

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
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

Morton Capital Management's SIVR Position: Q4 2025 in Review

Morton Capital Management sold out of abrdn Physical Silver Shares ETF (SIVR) in Q4 2025, closing a stake of 4,656 shares — an estimated $207K sold.

Morton Capital Management first reported a position in SIVR in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 367 funds tracked by Wall St. Rank hold SIVR as of Q4 2025.

  • Morton Capital Management reported no remaining abrdn Physical Silver Shares ETF position as of Q4 2025 after selling out during the quarter.
  • Morton Capital Management sold 4,656 abrdn Physical Silver Shares ETF shares in Q4 2025, an estimated $207K.
  • Morton Capital Management first reported a position in abrdn Physical Silver Shares ETF in Q3 2025 and held it in 1 quarter.
  • Morton Capital Management's abrdn Physical Silver Shares ETF position peaked at $207K in Q3 2025.
  • 367 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q4 2025.

Based on Morton Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.