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Sunbelt Securities’s iShares Silver Trust SLV Stock Holding History

Sunbelt Securities’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
2021
Q1 		– Sell
-900
Closed -$22K – 446
2020
Q4 		$22K Buy
+900
New +$20.5K ﹤0.01% 393

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sunbelt Securities's SLV Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Silver Trust (SLV) stake by 32% in Q1 2026, selling an estimated $977K and leaving 27,701 shares worth $1.89M. The position accounts for 0.12% of the portfolio, ranked #150.

Sunbelt Securities first reported a position in SLV in Q3 2019 and has held it in 25 quarters since. The position peaked at $2.61M in Q4 2025. 1,551 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Sunbelt Securities held 27,701 shares of iShares Silver Trust worth $1.89M as of Q1 2026.
  • Sunbelt Securities sold 12,862 iShares Silver Trust shares in Q1 2026, an estimated $977K.
  • iShares Silver Trust made up 0.12% of Sunbelt Securities's portfolio in Q1 2026, its #150 holding.
  • Sunbelt Securities first reported a position in iShares Silver Trust in Q3 2019 and has held it in 25 quarters since.
  • Sunbelt Securities's iShares Silver Trust position peaked at $2.61M in Q4 2025.
  • 1,551 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.