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

Oxford 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	$1.04M	Hold	18,500	–	–	0.05%	105
2026 Q1	$1.32M	Hold	18,500	–	–	0.07%	76
2025 Q4	$1.25M	Hold	18,500	–	–	0.07%	74
2025 Q3	$823K	Hold	18,500	–	–	0.05%	104
2025 Q2	$637K	Hold	18,500	–	–	0.04%	115
2025 Q1	$601K	Hold	18,500	–	–	0.04%	113
2024 Q4	$510K	Hold	18,500	–	–	0.03%	143
2024 Q3	$550K	Hold	18,500	–	–	0.03%	134
2024 Q2	$515K	Buy	+18,500	New	+$509K	0.03%	150

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

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

Oxford Financial Group held its abrdn Physical Silver Shares ETF (SIVR) position steady in Q2 2026 at 18,500 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #105.

Oxford Financial Group first reported a position in SIVR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q1 2026. 354 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Oxford Financial Group held 18,500 shares of abrdn Physical Silver Shares ETF worth $1.04M as of Q2 2026.
Oxford Financial Group left its abrdn Physical Silver Shares ETF share count unchanged in Q2 2026.
abrdn Physical Silver Shares ETF made up 0.05% of Oxford Financial Group's portfolio in Q2 2026, its #105 holding.
Oxford Financial Group first reported a position in abrdn Physical Silver Shares ETF in Q2 2024 and has held it in 9 quarters since.
Oxford Financial Group's abrdn Physical Silver Shares ETF position peaked at $1.32M in Q1 2026.
354 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.