Stegent Equity Advisors’s iShares Silver Trust SLV Stock Holding History

Stegent Equity Advisors’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 Q1	–	Sell	-3,635	Closed	-$234K	–	119
2025 Q4	$234K	Sell	3,635 -1,400	-28%	-$70.1K	0.18%	109
2025 Q3	$213K	Buy	+5,035	New	+$181K	0.17%	110

Other funds holding SLV

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

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

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

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

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

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Stegent Equity Advisors's SLV Position: Q1 2026 in Review

Stegent Equity Advisors sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 3,635 shares — an estimated $234K sold.

Stegent Equity Advisors first reported a position in SLV in Q3 2025 and held it in 2 quarters. The position peaked at $234K in Q4 2025. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Stegent Equity Advisors reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
Stegent Equity Advisors sold 3,635 iShares Silver Trust shares in Q1 2026, an estimated $234K.
Stegent Equity Advisors first reported a position in iShares Silver Trust in Q3 2025 and held it in 2 quarters.
Stegent Equity Advisors's iShares Silver Trust position peaked at $234K in Q4 2025.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.