Sequoia Financial Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Sequoia Financial Advisors’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 Q1	$261K	Sell	3,648 -4,841	-57%	-$386K	﹤0.01%	1650
2025 Q4	$574K	Buy	8,489 +1,253	+17%	+$65.8K	﹤0.01%	1206
2025 Q3	$322K	Buy	+7,236	New	+$273K	﹤0.01%	1357

Other funds holding SIVR

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sequoia Financial Advisors's SIVR Position: Q1 2026 in Review

Sequoia Financial Advisors reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 57% in Q1 2026, selling an estimated $386K and leaving 3,648 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Sequoia Financial Advisors first reported a position in SIVR in Q3 2025 and has held it in 3 quarters since. The position peaked at $574K in Q4 2025. 388 funds tracked by Wall St. Rank hold SIVR as of Q1 2026.

Sequoia Financial Advisors held 3,648 shares of abrdn Physical Silver Shares ETF worth $261K as of Q1 2026.
Sequoia Financial Advisors sold 4,841 abrdn Physical Silver Shares ETF shares in Q1 2026, an estimated $386K.
abrdn Physical Silver Shares ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q1 2026, its #1650 holding.
Sequoia Financial Advisors first reported a position in abrdn Physical Silver Shares ETF in Q3 2025 and has held it in 3 quarters since.
Sequoia Financial Advisors's abrdn Physical Silver Shares ETF position peaked at $574K in Q4 2025.
388 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.