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Vantage Financial Partners (Wisconsin)’s iShares Silver Trust SLV Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025
Q4 		$748K Buy
11,604
+56
+0.5% +$2.8K 0.15% 88
2025
Q3 		$489K Buy
+11,548
New +$415K 0.1% 117

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s SLV Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its iShares Silver Trust (SLV) stake by 0.48% in Q4 2025, buying an estimated $2.8K and bringing the position to 11,604 shares worth $748K. The position accounts for 0.15% of the portfolio, ranked #88.

Vantage Financial Partners (Wisconsin) first reported a position in SLV in Q3 2025 and has held it in 2 quarters since. 1,532 funds tracked by Wall St. Rank hold SLV as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 11,604 shares of iShares Silver Trust worth $748K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 56 iShares Silver Trust shares in Q4 2025, an estimated $2.8K.
  • iShares Silver Trust made up 0.15% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #88 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Silver Trust in Q3 2025 and has held it in 2 quarters since.
  • 1,532 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.