Roxbury Financial
SLV icon

Roxbury Financial’s iShares Silver Trust SLV Stock Holding History

Roxbury Financial’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
Q3 		$436 Sell
8
-12
-60% -$680 ﹤0.01% 416
2026
Q2 		$1.07K Hold
20
– – ﹤0.01% 393
2026
Q1 		$1.36K Buy
+20
New +$1.52K ﹤0.01% 355

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Cambridge Investment Research Advisors
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Barclays
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Truist Financial
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Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Richard C. Young & Co
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Citigroup
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Roxbury Financial's SLV Position: Q3 2026 in Review

Roxbury Financial reduced its iShares Silver Trust (SLV) stake by 60% in Q3 2026, selling an estimated $680 and leaving 8 shares worth $436. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Roxbury Financial first reported a position in SLV in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.36K in Q1 2026. 988 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Roxbury Financial held 8 shares of iShares Silver Trust worth $436 as of Q3 2026.
  • Roxbury Financial sold 12 iShares Silver Trust shares in Q3 2026, an estimated $680.
  • iShares Silver Trust made up ﹤0.01% of Roxbury Financial's portfolio in Q3 2026, its #416 holding.
  • Roxbury Financial first reported a position in iShares Silver Trust in Q1 2026 and has held it in 3 quarters since.
  • Roxbury Financial's iShares Silver Trust position peaked at $1.36K in Q1 2026.
  • 988 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.