James T. Borello RIA
SIVR icon

James T. Borello RIA’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

James T. Borello RIA’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 		– Sell
-66
Closed -$4.73K – 1283
2026
Q1 		$4.73K Buy
+66
New +$5.27K ﹤0.01% 772

Other funds holding SIVR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
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
Tradewinds Capital Management
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
AMG National Trust Bank
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

James T. Borello RIA's SIVR Position: Q2 2026 in Review

James T. Borello RIA sold out of abrdn Physical Silver Shares ETF (SIVR) in Q2 2026, closing a stake of 66 shares — an estimated $4.73K sold.

James T. Borello RIA first reported a position in SIVR in Q1 2026 and held it in 1 quarter. The position peaked at $4.73K in Q1 2026. 356 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

  • James T. Borello RIA reported no remaining abrdn Physical Silver Shares ETF position as of Q2 2026 after selling out during the quarter.
  • James T. Borello RIA sold 66 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $4.73K.
  • James T. Borello RIA first reported a position in abrdn Physical Silver Shares ETF in Q1 2026 and held it in 1 quarter.
  • James T. Borello RIA's abrdn Physical Silver Shares ETF position peaked at $4.73K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.