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Stonebridge Financial Group (Pennsylvania)’s iShares Silver Trust SLV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-1,781
Closed -$55.2K – 828
2025
Q1 		$55.2K Buy
1,781
+681
+62% +$19.8K 0.01% 365
2024
Q4 		$29K Buy
+1,100
New +$31.4K ﹤0.01% 452

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
MIH
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SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SLV Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares Silver Trust (SLV) in Q2 2025, closing a stake of 1,781 shares — an estimated $55.2K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in SLV in Q4 2024 and held it in 2 quarters. The position peaked at $55.2K in Q1 2025. 1,079 funds tracked by Wall St. Rank hold SLV as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares Silver Trust position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,781 iShares Silver Trust shares in Q2 2025, an estimated $55.2K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Silver Trust in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares Silver Trust position peaked at $55.2K in Q1 2025.
  • 1,079 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.