Westfield Capital Management’s iShares Silver Trust SLV Stock Holding History

Westfield Capital Management’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	–	Sell	-16,760	Closed	-$1.08M	–	283
2025 Q4	$1.08M	Hold	16,760	–	–	﹤0.01%	225
2025 Q3	$710K	Hold	16,760	–	–	﹤0.01%	229
2025 Q2	$550K	Hold	16,760	–	–	﹤0.01%	231
2025 Q1	$519K	Hold	16,760	–	–	﹤0.01%	236
2024 Q4	$441K	Buy	+16,760	New	+$479K	﹤0.01%	229
2021 Q3	–	Sell	-29,120	Closed	-$705K	–	258
2021 Q2	$705K	Hold	29,120	–	–	﹤0.01%	225
2021 Q1	$661K	Buy	29,120 +7,130	+32%	+$174K	﹤0.01%	229
2020 Q4	$540K	Buy	+21,990	New	+$500K	﹤0.01%	237
2016 Q3	–	Sell	-35,700	Closed	-$638K	–	271
2016 Q2	$638K	Buy	+35,700	New	+$571K	0.01%	241

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Westfield Capital Management's SLV Position: Q1 2026 in Review

Westfield Capital Management sold out of iShares Silver Trust (SLV) in Q1 2026, closing a stake of 16,760 shares — an estimated $1.08M sold.

Westfield Capital Management first reported a position in SLV in Q2 2016 and held it in 9 quarters. The position peaked at $1.08M in Q4 2025. 1,559 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Westfield Capital Management reported no remaining iShares Silver Trust position as of Q1 2026 after selling out during the quarter.
Westfield Capital Management sold 16,760 iShares Silver Trust shares in Q1 2026, an estimated $1.08M.
Westfield Capital Management first reported a position in iShares Silver Trust in Q2 2016 and held it in 9 quarters.
Westfield Capital Management's iShares Silver Trust position peaked at $1.08M in Q4 2025.
1,559 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Westfield Capital Management's 13F filing for Q1 2026, filed 11 May 2026.