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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
Q2 		$469K Buy
8,774
+4,498
+105% +$298K 0.09% 95
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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Petix & Botte Financial's SLV Position: Q2 2026 in Review

Petix & Botte Financial increased its iShares Silver Trust (SLV) stake by 105% in Q2 2026, buying an estimated $298K and bringing the position to 8,774 shares worth $469K. The position accounts for 0.09% of the portfolio, ranked #95.

Petix & Botte Financial first reported a position in SLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $583K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Petix & Botte Financial held 8,774 shares of iShares Silver Trust worth $469K as of Q2 2026.
  • Petix & Botte Financial bought 4,498 iShares Silver Trust shares in Q2 2026, an estimated $298K.
  • iShares Silver Trust made up 0.09% of Petix & Botte Financial's portfolio in Q2 2026, its #95 holding.
  • Petix & Botte Financial first reported a position in iShares Silver Trust in Q3 2025 and has held it in 4 quarters since.
  • Petix & Botte Financial's iShares Silver Trust position peaked at $583K in Q1 2026.
  • 1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.