Root Financial Partners’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Root Financial Partners’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 Q3	$29.5K	Buy	+515	New	+$30.7K	﹤0.01%	1353

Other funds holding SIVR

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Root Financial Partners opened a new position in abrdn Physical Silver Shares ETF (SIVR) in Q3 2026: 515 shares worth $29.5K. The stake represents ﹤0.01% of the portfolio and ranks #1353 among its holdings.

313 funds tracked by Wall St. Rank hold SIVR as of Q3 2026.

Root Financial Partners held 515 shares of abrdn Physical Silver Shares ETF worth $29.5K as of Q3 2026.
abrdn Physical Silver Shares ETF was a new Root Financial Partners position in Q3 2026.
abrdn Physical Silver Shares ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1353 holding.
313 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q3 2026.

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