Pinnacle Associates
SLV icon

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
Q3 		$943K Buy
17,303
+405
+2% +$22.9K 0.01% 541
2026
Q2 		$904K Sell
16,898
-2,691
-14% -$178K 0.01% 563
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Richard C. Young & Co
Richard C. Young & Co Newport, Rhode Island $1.33B AUM 53.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Pinnacle Associates's SLV Position: Q3 2026 in Review

Pinnacle Associates increased its iShares Silver Trust (SLV) stake by 2.4% in Q3 2026, buying an estimated $22.9K and bringing the position to 17,303 shares worth $943K. The position accounts for 0.01% of the portfolio, ranked #541.

Pinnacle Associates first reported a position in SLV in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.33M in Q1 2026. 949 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Pinnacle Associates held 17,303 shares of iShares Silver Trust worth $943K as of Q3 2026.
  • Pinnacle Associates bought 405 iShares Silver Trust shares in Q3 2026, an estimated $22.9K.
  • iShares Silver Trust made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #541 holding.
  • Pinnacle Associates first reported a position in iShares Silver Trust in Q2 2021 and has held it in 11 quarters since.
  • Pinnacle Associates's iShares Silver Trust position peaked at $1.33M in Q1 2026.
  • 949 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.