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Patriot Financial Group Insurance Agency’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-7,300
Closed -$251K – 575
2025
Q2 		$251K Buy
+7,300
New +$234K 0.03% 451
2023
Q4 		– Sell
-3
Closed -$64 – 499
2023
Q3 		$64 Buy
+3
New +$68 ﹤0.01% 463
2022
Q3 		– Sell
-31
Closed -$1K – 1696
2022
Q2 		$1K Buy
+31
New +$674 ﹤0.01% 1946

Other funds holding SIVR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SIVR Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of abrdn Physical Silver Shares ETF (SIVR) in Q3 2025, closing a stake of 7,300 shares — an estimated $251K sold.

Patriot Financial Group Insurance Agency first reported a position in SIVR in Q2 2022 and held it in 3 quarters. The position peaked at $251K in Q2 2025. 277 funds tracked by Wall St. Rank hold SIVR as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining abrdn Physical Silver Shares ETF position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 7,300 abrdn Physical Silver Shares ETF shares in Q3 2025, an estimated $251K.
  • Patriot Financial Group Insurance Agency first reported a position in abrdn Physical Silver Shares ETF in Q2 2022 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's abrdn Physical Silver Shares ETF position peaked at $251K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.