Root Financial Partners
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Root Financial Partners’s Sprott Physical Silver Trust PSLV Stock Holding History

Root Financial Partners’s Portfolio PSLV Stock Details PSLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$60.1K Buy
+3,105
New +$63.3K ﹤0.01% 991
2026
Q2 		– Sell
-3,000
Closed -$73.2K – 2472
2026
Q1 		$73.2K Buy
+3,000
New +$81.9K ﹤0.01% 705

Other funds holding PSLV

Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return
Sprott Inc
Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return
Fidelis Capital Partners
Fidelis Capital Partners Tampa, Florida $1.81B AUM 28.36% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Root Financial Partners's PSLV Position: Q3 2026 in Review

Root Financial Partners opened a new position in Sprott Physical Silver Trust (PSLV) in Q3 2026: 3,105 shares worth $60.1K. The stake represents ﹤0.01% of the portfolio and ranks #991 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PSLV as recently as Q1 2026.

Root Financial Partners first reported a position in PSLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $73.2K in Q1 2026. 381 funds tracked by Wall St. Rank hold PSLV as of Q3 2026.

  • Root Financial Partners held 3,105 shares of Sprott Physical Silver Trust worth $60.1K as of Q3 2026.
  • Sprott Physical Silver Trust was a new Root Financial Partners position in Q3 2026.
  • Sprott Physical Silver Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #991 holding.
  • Root Financial Partners first reported a position in Sprott Physical Silver Trust in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Sprott Physical Silver Trust position peaked at $73.2K in Q1 2026.
  • 381 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.