Allworth Financial’s SVRN, Inc. Common Stock SVRN Stock Holding History

Allworth Financial’s Portfolio SVRN Stock Details SVRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	-$2	–	5282
2025 Q4	–	Hold	0	–	–	–	4998
2025 Q3	–	Hold	0	–	–	–	4906
2025 Q2	–	Hold	0	–	–	–	4396
2025 Q1	–	Hold	0	–	–	–	4001
2024 Q4	–	Hold	0	–	–	–	3879
2024 Q3	–	Hold	0	–	–	–	3676

Other funds holding SVRN

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return