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 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 $1.66T 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

Summit Financial's SLV Position: Q1 2026 in Review

Summit Financial increased its iShares Silver Trust (SLV) stake by 1.1% in Q1 2026, buying an estimated $64.6K and bringing the position to 75,430 shares worth $5.14M. The position accounts for 0.07% of the portfolio, ranked #305.

Summit Financial first reported a position in SLV in Q2 2024 and has held it in 8 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Summit Financial held 75,430 shares of iShares Silver Trust worth $5.14M as of Q1 2026.
Summit Financial bought 850 iShares Silver Trust shares in Q1 2026, an estimated $64.6K.
iShares Silver Trust made up 0.07% of Summit Financial's portfolio in Q1 2026, its #305 holding.
Summit Financial first reported a position in iShares Silver Trust in Q2 2024 and has held it in 8 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.