AF
SVV icon

Advisornet Financial’s Savers SVV Stock Holding History

Advisornet Financial’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11
Closed -$76 – 2363
2025
Q1 		$76 Hold
11
– – ﹤0.01% 2123
2024
Q4 		$113 Hold
11
– – ﹤0.01% 1922
2024
Q3 		$116 Buy
+11
New +$112 ﹤0.01% 2158

Other funds holding SVV

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Advisornet Financial's SVV Position: Q2 2025 in Review

Advisornet Financial sold out of Savers (SVV) in Q2 2025, closing a stake of 11 shares — an estimated $76 sold.

Advisornet Financial first reported a position in SVV in Q3 2024 and held it in 3 quarters. The position peaked at $116 in Q3 2024. 128 funds tracked by Wall St. Rank hold SVV as of Q2 2025.

  • Advisornet Financial reported no remaining Savers position as of Q2 2025 after selling out during the quarter.
  • Advisornet Financial sold 11 Savers shares in Q2 2025, an estimated $76.
  • Advisornet Financial first reported a position in Savers in Q3 2024 and held it in 3 quarters.
  • Advisornet Financial's Savers position peaked at $116 in Q3 2024.
  • 128 funds tracked by Wall St. Rank held Savers as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.