SFG
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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

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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. 465 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.
  • 465 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.