Summit Financial’s Sprott Physical Silver Trust PSLV Stock Holding History

Summit Financial’s Portfolio PSLV Stock Details PSLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Sell	572,407 -53,132	-8%	-$1.25M	0.12%	167
2026 Q1	$15.3M	Sell	625,539 -229,570	-27%	-$6.27M	0.19%	96
2025 Q4	$20.2M	Buy	855,109 +61,995	+8%	+$1.14M	0.3%	64
2025 Q3	$12.5M	Buy	793,114 +186,663	+31%	+$2.5M	0.19%	104
2025 Q2	$7.42M	Buy	606,451 +485,105	+400%	+$5.49M	0.17%	110
2025 Q1	$1.41M	Buy	121,346 +19,896	+20%	+$215K	0.04%	312
2024 Q4	$979K	Buy	+101,450	New	+$1.07M	0.03%	318

Other funds holding PSLV

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

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

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit Financial's PSLV Position: Q2 2026 in Review

Summit Financial reduced its Sprott Physical Silver Trust (PSLV) stake by 8.5% in Q2 2026, selling an estimated $1.25M and leaving 572,407 shares worth $10.8M. The position accounts for 0.12% of the portfolio, ranked #167.

Summit Financial first reported a position in PSLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.2M in Q4 2025. 474 funds tracked by Wall St. Rank hold PSLV as of Q2 2026.

Summit Financial held 572,407 shares of Sprott Physical Silver Trust worth $10.8M as of Q2 2026.
Summit Financial sold 53,132 Sprott Physical Silver Trust shares in Q2 2026, an estimated $1.25M.
Sprott Physical Silver Trust made up 0.12% of Summit Financial's portfolio in Q2 2026, its #167 holding.
Summit Financial first reported a position in Sprott Physical Silver Trust in Q4 2024 and has held it in 7 quarters since.
Summit Financial's Sprott Physical Silver Trust position peaked at $20.2M in Q4 2025.
474 funds tracked by Wall St. Rank held Sprott Physical Silver Trust as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.