NRI
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NFP Retirement Inc’s iShares Silver Trust SLV Stock Holding History

NFP Retirement Inc’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 		$2.06M Sell
30,240
-7,491
-20% -$569K 0.12% 102
2025
Q4 		$2.43M Buy
37,731
+15,633
+71% +$783K 0.15% 89
2025
Q3 		$936K Buy
22,098
+4,878
+28% +$175K 0.06% 138
2025
Q2 		$565K Buy
+17,220
New +$527K 0.04% 184

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

NFP Retirement Inc's SLV Position: Q1 2026 in Review

NFP Retirement Inc reduced its iShares Silver Trust (SLV) stake by 20% in Q1 2026, selling an estimated $569K and leaving 30,240 shares worth $2.06M. The position accounts for 0.12% of the portfolio, ranked #102.

NFP Retirement Inc first reported a position in SLV in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.43M in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • NFP Retirement Inc held 30,240 shares of iShares Silver Trust worth $2.06M as of Q1 2026.
  • NFP Retirement Inc sold 7,491 iShares Silver Trust shares in Q1 2026, an estimated $569K.
  • iShares Silver Trust made up 0.12% of NFP Retirement Inc's portfolio in Q1 2026, its #102 holding.
  • NFP Retirement Inc first reported a position in iShares Silver Trust in Q2 2025 and has held it in 4 quarters since.
  • NFP Retirement Inc's iShares Silver Trust position peaked at $2.43M in Q4 2025.
  • 1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.