Summit Financial’s iShares Silver Trust SLV Stock Holding History

Summit Financial’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	$4.03M	Sell	75,339 -91	-0.1%	-$6.03K	0.04%	407
2026 Q1	$5.14M	Buy	75,430 +850	+1%	+$64.6K	0.07%	305
2025 Q4	$4.8M	Buy	74,580 +5,678	+8%	+$284K	0.07%	280
2025 Q3	$2.92M	Buy	68,902 +18,111	+36%	+$650K	0.04%	380
2025 Q2	$1.67M	Buy	50,791 +13,321	+36%	+$407K	0.04%	324
2025 Q1	$1.16M	Buy	37,470 +325	+0.9%	+$9.44K	0.03%	345
2024 Q4	$978K	Buy	37,145 +25,175	+210%	+$719K	0.03%	319
2024 Q3	$340K	Buy	11,970 +3,434	+40%	+$92.3K	0.01%	438
2024 Q2	$227K	Buy	+8,536	New	+$225K	0.01%	455

Other funds holding SLV

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Financial's SLV Position: Q2 2026 in Review

Summit Financial reduced its iShares Silver Trust (SLV) stake by 0.12% in Q2 2026, selling an estimated $6.03K and leaving 75,339 shares worth $4.03M. The position accounts for 0.04% of the portfolio, ranked #407.

Summit Financial first reported a position in SLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.14M in Q1 2026. 1,422 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Summit Financial held 75,339 shares of iShares Silver Trust worth $4.03M as of Q2 2026.
Summit Financial sold 91 iShares Silver Trust shares in Q2 2026, an estimated $6.03K.
iShares Silver Trust made up 0.04% of Summit Financial's portfolio in Q2 2026, its #407 holding.
Summit Financial first reported a position in iShares Silver Trust in Q2 2024 and has held it in 9 quarters since.
Summit Financial's iShares Silver Trust position peaked at $5.14M in Q1 2026.
1,422 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

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