Pinnacle Associates’s iShares Silver Trust SLV Stock Holding History

Pinnacle Associates’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	$1.33M	Buy	19,589 +25	+0.1%	+$1.9K	0.02%	468
2025 Q4	$1.26M	Buy	19,564 +9,893	+102%	+$495K	0.02%	480
2025 Q3	$410K	Buy	9,671 +996	+11%	+$35.8K	0.01%	684
2025 Q2	$285K	Hold	8,675	–	–	﹤0.01%	748
2025 Q1	$269K	Hold	8,675	–	–	﹤0.01%	737
2024 Q4	$228K	Buy	+8,675	New	+$248K	﹤0.01%	781
2024 Q3	–	Sell	-8,675	Closed	-$230K	–	841
2024 Q2	$230K	Buy	+8,675	New	+$228K	﹤0.01%	748
2021 Q4	–	Sell	-12,125	Closed	-$249K	–	813
2021 Q3	$249K	Buy	12,125 +1,500	+14%	+$33.7K	﹤0.01%	683
2021 Q2	$257K	Buy	+10,625	New	+$263K	﹤0.01%	682

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Associates's SLV Position: Q1 2026 in Review

Pinnacle Associates increased its iShares Silver Trust (SLV) stake by 0.13% in Q1 2026, buying an estimated $1.9K and bringing the position to 19,589 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #468.

Pinnacle Associates first reported a position in SLV in Q2 2021 and has held it in 9 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Pinnacle Associates held 19,589 shares of iShares Silver Trust worth $1.33M as of Q1 2026.
Pinnacle Associates bought 25 iShares Silver Trust shares in Q1 2026, an estimated $1.9K.
iShares Silver Trust made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #468 holding.
Pinnacle Associates first reported a position in iShares Silver Trust in Q2 2021 and has held it in 9 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.