Sovereign Financial Group’s iShares Silver Trust SLV Stock Holding History

Sovereign Financial 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
2026 Q2	$896K	Buy	16,758 +888	+6%	+$58.9K	0.14%	139
2026 Q1	$1.08M	Buy	15,870 +247	+2%	+$18.8K	0.19%	100
2025 Q4	$1.01M	Sell	15,623 -1,466	-9%	-$73.4K	0.17%	106
2025 Q3	$724K	Buy	17,089 +71	+0.4%	+$2.55K	0.14%	138
2025 Q2	$558K	Buy	17,018 +1,110	+7%	+$34K	0.12%	163
2025 Q1	$493K	Buy	15,908 +1,188	+8%	+$34.5K	0.11%	163
2024 Q4	$388K	Sell	14,720 -801	-5%	-$22.9K	0.09%	203
2024 Q3	$441K	Sell	15,521 -633	-4%	-$17K	0.1%	175
2024 Q2	$429K	Buy	16,154 +1,862	+13%	+$49K	0.11%	174
2024 Q1	$325K	Buy	+14,292	New	+$305K	0.09%	205

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

Sovereign Financial Group's SLV Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares Silver Trust (SLV) stake by 5.6% in Q2 2026, buying an estimated $58.9K and bringing the position to 16,758 shares worth $896K. The position accounts for 0.14% of the portfolio, ranked #139.

Sovereign Financial Group first reported a position in SLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Sovereign Financial Group held 16,758 shares of iShares Silver Trust worth $896K as of Q2 2026.
Sovereign Financial Group bought 888 iShares Silver Trust shares in Q2 2026, an estimated $58.9K.
iShares Silver Trust made up 0.14% of Sovereign Financial Group's portfolio in Q2 2026, its #139 holding.
Sovereign Financial Group first reported a position in iShares Silver Trust in Q1 2024 and has held it in 10 quarters since.
Sovereign Financial Group's iShares Silver Trust position peaked at $1.08M in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.