Summit Financial’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Summit Financial’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$347K	Sell	6,164 -1,636	-21%	-$114K	﹤0.01%	1253
2026 Q1	$559K	Buy	7,800 +3,278	+72%	+$262K	0.01%	959
2025 Q4	$306K	Sell	4,522 -1,693	-27%	-$89K	﹤0.01%	1081
2025 Q3	$276K	Sell	6,215 -235	-4%	-$8.85K	﹤0.01%	1088
2025 Q2	$222K	Buy	+6,450	New	+$207K	0.01%	761

Other funds holding SIVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit Financial's SIVR Position: Q2 2026 in Review

Summit Financial reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 21% in Q2 2026, selling an estimated $114K and leaving 6,164 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Summit Financial first reported a position in SIVR in Q2 2025 and has held it in 5 quarters since. The position peaked at $559K in Q1 2026. 354 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Summit Financial held 6,164 shares of abrdn Physical Silver Shares ETF worth $347K as of Q2 2026.
Summit Financial sold 1,636 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $114K.
abrdn Physical Silver Shares ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1253 holding.
Summit Financial first reported a position in abrdn Physical Silver Shares ETF in Q2 2025 and has held it in 5 quarters since.
Summit Financial's abrdn Physical Silver Shares ETF position peaked at $559K in Q1 2026.
354 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

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