Principia Wealth Advisory’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Principia Wealth Advisory’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$536K	Buy	9,528 +30	+0.3%	+$2.09K	0.27%	47
2026 Q1	$679K	Sell	9,498 -1,079	-10%	-$86.1K	0.38%	38
2025 Q4	$715K	Sell	10,577 -845	-7%	-$44.4K	0.45%	38
2025 Q3	$508K	Sell	11,422 -325	-3%	-$12.2K	0.35%	40
2025 Q2	$404K	Buy	11,747 +15	+0.1%	+$481	0.34%	33
2025 Q1	$345K	Buy	11,732 +10	+0.1%	+$305	0.33%	31
2024 Q4	$323K	Buy	+11,722	New	+$351K	0.3%	34

Other funds holding SIVR

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Principia Wealth Advisory's SIVR Position: Q2 2026 in Review

Principia Wealth Advisory increased its abrdn Physical Silver Shares ETF (SIVR) stake by 0.32% in Q2 2026, buying an estimated $2.09K and bringing the position to 9,528 shares worth $536K. The position accounts for 0.27% of the portfolio, ranked #47.

Principia Wealth Advisory first reported a position in SIVR in Q4 2024 and has held it in 7 quarters since. The position peaked at $715K in Q4 2025. 355 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Principia Wealth Advisory held 9,528 shares of abrdn Physical Silver Shares ETF worth $536K as of Q2 2026.
Principia Wealth Advisory bought 30 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $2.09K.
abrdn Physical Silver Shares ETF made up 0.27% of Principia Wealth Advisory's portfolio in Q2 2026, its #47 holding.
Principia Wealth Advisory first reported a position in abrdn Physical Silver Shares ETF in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's abrdn Physical Silver Shares ETF position peaked at $715K in Q4 2025.
355 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.