Tompkins Financial’s iShares Silver Trust SLV Stock Holding History

Tompkins 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	$252K	Hold	4,711	–	–	0.02%	182
2026 Q1	$321K	Buy	4,711 +279	+6%	+$21.2K	0.03%	155
2025 Q4	$286K	Hold	4,432	–	–	0.02%	161
2025 Q3	$188K	Hold	4,432	–	–	0.02%	195
2025 Q2	$145K	Sell	4,432 -2,500	-36%	-$76.5K	0.01%	211
2025 Q1	$215K	Hold	6,932	–	–	0.02%	185
2024 Q4	$183K	Hold	6,932	–	–	0.02%	195
2024 Q3	$197K	Sell	6,932 -500	-7%	-$13.4K	0.02%	197
2024 Q2	$197K	Sell	7,432 -200	-3%	-$5.26K	0.02%	199
2024 Q1	$174K	Sell	7,632 -643	-8%	-$13.7K	0.02%	213
2023 Q4	$180K	Buy	8,275 +3,899	+89%	+$83K	0.02%	205
2023 Q3	$89K	Sell	4,376 -175	-4%	-$3.78K	0.01%	264
2023 Q2	$95.1K	Hold	4,551	–	–	0.01%	266
2023 Q1	$101K	Hold	4,551	–	–	0.02%	262
2022 Q4	$100K	Buy	4,551 +175	+4%	+$3.43K	0.02%	260
2022 Q3	$77K	Hold	4,376	–	–	0.01%	289
2022 Q2	$82K	Buy	4,376 +3,000	+218%	+$62.6K	0.01%	290
2022 Q1	$31K	Hold	1,376	–	–	﹤0.01%	396
2021 Q4	$30K	Hold	1,376	–	–	0.01%	249
2021 Q3	$28K	Buy	+1,376	New	+$30.9K	0.01%	266
2021 Q1	$31K	Hold	1,376	–	–	0.01%	291
2020 Q4	$34K	Hold	1,376	–	–	0.01%	283
2020 Q3	$30K	Hold	1,376	–	–	0.01%	277
2020 Q2	$23K	Hold	1,376	–	–	﹤0.01%	285
2020 Q1	$18K	Hold	1,376	–	–	﹤0.01%	287
2019 Q4	$23K	Hold	1,376	–	–	﹤0.01%	308
2019 Q3	$22K	Hold	1,376	–	–	﹤0.01%	289
2019 Q2	$20K	Hold	1,376	–	–	﹤0.01%	296
2019 Q1	$20K	Hold	1,376	–	–	﹤0.01%	309
2018 Q4	$20K	Hold	1,376	–	–	﹤0.01%	304
2018 Q3	$19K	Hold	1,376	–	–	﹤0.01%	324
2018 Q2	$21K	Hold	1,376	–	–	﹤0.01%	336
2018 Q1	$21K	Hold	1,376	–	–	﹤0.01%	320
2017 Q4	$22K	Hold	1,376	–	–	0.01%	286
2017 Q3	$22K	Sell	1,376 -260	-16%	-$4.14K	0.01%	292
2017 Q2	$26K	Buy	1,636 +260	+19%	+$4.23K	0.01%	265
2017 Q1	$24K	Hold	1,376	–	–	0.01%	268
2016 Q4	$21K	Buy	1,376 +535	+64%	+$8.7K	0.01%	281
2016 Q3	$15K	Hold	841	–	–	﹤0.01%	296
2016 Q2	$15K	Hold	841	–	–	﹤0.01%	352
2016 Q1	$12K	Hold	841	–	–	﹤0.01%	366
2015 Q4	$11K	Buy	841 +500	+147%	+$7.05K	﹤0.01%	413
2015 Q3	$5K	Buy	+341	New	+$4.86K	﹤0.01%	456
2013 Q3	–	Sell	-2,200	Closed	-$42K	–	488
2013 Q2	$42K	Buy	+2,200	New	+$49.3K	0.01%	268

Other funds holding SLV

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return