Position in PSLV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,884,117
+$290,185 QoQ
Shares Held
118,250
+7.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 8.913319238900634.ToString("F0")%
Shared 0.ToString("F0")%
None 91.08668076109937.ToString("F0")%
Common Shares in PSLV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Waverly Advisors, LLC holds $113,231,303 across 79 Asset Management names. PSLV ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,609 | $20,781,591 | |
| 2 | BX |
Blackstone Inc.
|
138,051 | $15,874,484 | |
| 3 | KKR |
KKR & Co. Inc.
|
113,145 | $10,465,912 | |
| 4 | RJF |
Raymond James Financial Inc
|
52,198 | $7,557,748 | |
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
203,785 | $7,489,098 | |
| 6 | STT |
State Street Corp
|
39,280 | $4,971,276 | |
| 7 | ARCC |
Ares Capital Corp
|
186,373 | $3,358,441 | |
| 8 | PSLV |
Sprott Physical Silver Trust
This page
|
118,250 | $2,884,117 |
All Filings in PSLV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,884,117 | 118,250 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,593,932 | 109,680 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,533,576 | 97,680 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,172,946 | 95,829 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,105,816 | 95,329 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $919,924 | 95,329 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $619,256 | 59,259 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $836,691 | 84,259 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $303,745 | 36,640 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $209,272 | 25,900 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $189,500 | 25,000 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||