Southland Equity Partners’s iShares Silver Trust SLV Stock Holding History

Southland Equity Partners’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 Q2	$333K	Sell	6,226 -183	-3%	-$12.1K	0.06%	228
2026 Q1	$437K	Buy	6,409 +2,718	+74%	+$207K	0.09%	165
2025 Q4	$238K	Buy	+3,691	New	+$185K	0.05%	227
2022 Q1	–	Sell	-10,070	Closed	-$217K	–	189
2021 Q4	$217K	Buy	+10,070	New	+$218K	0.09%	159

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Southland Equity Partners's SLV Position: Q2 2026 in Review

Southland Equity Partners reduced its iShares Silver Trust (SLV) stake by 2.9% in Q2 2026, selling an estimated $12.1K and leaving 6,226 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #228.

Southland Equity Partners first reported a position in SLV in Q4 2021 and has held it in 4 quarters since. The position peaked at $437K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Southland Equity Partners held 6,226 shares of iShares Silver Trust worth $333K as of Q2 2026.
Southland Equity Partners sold 183 iShares Silver Trust shares in Q2 2026, an estimated $12.1K.
iShares Silver Trust made up 0.06% of Southland Equity Partners's portfolio in Q2 2026, its #228 holding.
Southland Equity Partners first reported a position in iShares Silver Trust in Q4 2021 and has held it in 4 quarters since.
Southland Equity Partners's iShares Silver Trust position peaked at $437K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.