Plan Group Financial’s Sprott Silver Miners & Physical Silver ETF SLVR Stock Holding History

Plan Group Financial’s Portfolio SLVR Stock Details SLVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$301K	Sell	6,000 -2,000	-25%	-$118K	0.06%	174
2026 Q1	$473K	Sell	8,000 -2,000	-20%	-$134K	0.11%	130
2025 Q4	$558K	Buy	+10,000	New	+$477K	0.14%	113

Other funds holding SLVR

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Plan Group Financial's SLVR Position: Q2 2026 in Review

Plan Group Financial reduced its Sprott Silver Miners & Physical Silver ETF (SLVR) stake by 25% in Q2 2026, selling an estimated $118K and leaving 6,000 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #174.

Plan Group Financial first reported a position in SLVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $558K in Q4 2025. 88 funds tracked by Wall St. Rank hold SLVR as of Q2 2026.

Plan Group Financial held 6,000 shares of Sprott Silver Miners & Physical Silver ETF worth $301K as of Q2 2026.
Plan Group Financial sold 2,000 Sprott Silver Miners & Physical Silver ETF shares in Q2 2026, an estimated $118K.
Sprott Silver Miners & Physical Silver ETF made up 0.06% of Plan Group Financial's portfolio in Q2 2026, its #174 holding.
Plan Group Financial first reported a position in Sprott Silver Miners & Physical Silver ETF in Q4 2025 and has held it in 3 quarters since.
Plan Group Financial's Sprott Silver Miners & Physical Silver ETF position peaked at $558K in Q4 2025.
88 funds tracked by Wall St. Rank held Sprott Silver Miners & Physical Silver ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.