SFS
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Sunrise Financial Services’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Sunrise Financial Services’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 		$34.4K Hold
611
– – 0.02% 137
2026
Q1 		$43.8K Buy
611
+115
+23% +$9.18K 0.03% 125
2025
Q4 		$33.5K Buy
+496
New +$26.1K 0.03% 124

Other funds holding SIVR

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sunrise Financial Services's SIVR Position: Q2 2026 in Review

Sunrise Financial Services held its abrdn Physical Silver Shares ETF (SIVR) position steady in Q2 2026 at 611 shares worth $34.4K. The position accounts for 0.02% of the portfolio, ranked #137.

Sunrise Financial Services first reported a position in SIVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $43.8K in Q1 2026. 354 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

  • Sunrise Financial Services held 611 shares of abrdn Physical Silver Shares ETF worth $34.4K as of Q2 2026.
  • Sunrise Financial Services left its abrdn Physical Silver Shares ETF share count unchanged in Q2 2026.
  • abrdn Physical Silver Shares ETF made up 0.02% of Sunrise Financial Services's portfolio in Q2 2026, its #137 holding.
  • Sunrise Financial Services first reported a position in abrdn Physical Silver Shares ETF in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's abrdn Physical Silver Shares ETF position peaked at $43.8K in Q1 2026.
  • 354 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

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