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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pinnacle Associates's SLV Position: Q2 2026 in Review

Pinnacle Associates reduced its iShares Silver Trust (SLV) stake by 14% in Q2 2026, selling an estimated $178K and leaving 16,898 shares worth $904K. The position accounts for 0.01% of the portfolio, ranked #563.

Pinnacle Associates first reported a position in SLV in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.33M in Q1 2026. 1,421 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Pinnacle Associates held 16,898 shares of iShares Silver Trust worth $904K as of Q2 2026.
Pinnacle Associates sold 2,691 iShares Silver Trust shares in Q2 2026, an estimated $178K.
iShares Silver Trust made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #563 holding.
Pinnacle Associates first reported a position in iShares Silver Trust in Q2 2021 and has held it in 10 quarters since.
Pinnacle Associates's iShares Silver Trust position peaked at $1.33M in Q1 2026.
1,421 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.