SageView Advisory Group’s iShares Silver Trust SLV Stock Holding History

SageView Advisory Group’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
2025 Q4	$281K	Sell	4,369 -672	-13%	-$33.6K	0.01%	503
2025 Q3	$214K	Buy	+5,041	New	+$181K	0.01%	613

Other funds holding SLV

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SageView Advisory Group's SLV Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares Silver Trust (SLV) stake by 13% in Q4 2025, selling an estimated $33.6K and leaving 4,369 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #503.

SageView Advisory Group first reported a position in SLV in Q3 2025 and has held it in 2 quarters since. 1,521 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

SageView Advisory Group held 4,369 shares of iShares Silver Trust worth $281K as of Q4 2025.
SageView Advisory Group sold 672 iShares Silver Trust shares in Q4 2025, an estimated $33.6K.
iShares Silver Trust made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #503 holding.
SageView Advisory Group first reported a position in iShares Silver Trust in Q3 2025 and has held it in 2 quarters since.
1,521 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.