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Petix & Botte Financial’s iShares Silver Trust SLV Stock Holding History

Petix & Botte Financial’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 		$583K Sell
4,276
-1,770
-29% -$134K 0.13% 80
2025
Q4 		$389K Buy
6,046
+828
+16% +$41.5K 0.09% 94
2025
Q3 		$221K Buy
+5,218
New +$187K 0.05% 126

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

Petix & Botte Financial's SLV Position: Q1 2026 in Review

Petix & Botte Financial reduced its iShares Silver Trust (SLV) stake by 29% in Q1 2026, selling an estimated $134K and leaving 4,276 shares worth $583K. The position accounts for 0.13% of the portfolio, ranked #80.

Petix & Botte Financial first reported a position in SLV in Q3 2025 and has held it in 3 quarters since. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Petix & Botte Financial held 4,276 shares of iShares Silver Trust worth $583K as of Q1 2026.
  • Petix & Botte Financial sold 1,770 iShares Silver Trust shares in Q1 2026, an estimated $134K.
  • iShares Silver Trust made up 0.13% of Petix & Botte Financial's portfolio in Q1 2026, its #80 holding.
  • Petix & Botte Financial first reported a position in iShares Silver Trust in Q3 2025 and has held it in 3 quarters since.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.