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Perennial Investment Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Perennial Investment Advisors’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
Q1 		$277K Sell
3,870
-17,345
-82% -$1.38M 0.02% 413
2025
Q4 		$1.43M Sell
21,215
-2,018
-9% -$106K 0.11% 149
2025
Q3 		$1.03M Buy
+23,233
New +$875K 0.09% 179

Other funds holding SIVR

BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Perennial Investment Advisors's SIVR Position: Q1 2026 in Review

Perennial Investment Advisors reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 82% in Q1 2026, selling an estimated $1.38M and leaving 3,870 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #413.

Perennial Investment Advisors first reported a position in SIVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.43M in Q4 2025. 389 funds tracked by Wall St. Rank hold SIVR as of Q1 2026.

  • Perennial Investment Advisors held 3,870 shares of abrdn Physical Silver Shares ETF worth $277K as of Q1 2026.
  • Perennial Investment Advisors sold 17,345 abrdn Physical Silver Shares ETF shares in Q1 2026, an estimated $1.38M.
  • abrdn Physical Silver Shares ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #413 holding.
  • Perennial Investment Advisors first reported a position in abrdn Physical Silver Shares ETF in Q3 2025 and has held it in 3 quarters since.
  • Perennial Investment Advisors's abrdn Physical Silver Shares ETF position peaked at $1.43M in Q4 2025.
  • 389 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.