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SVV icon

Allworth Financial’s Savers SVV Stock Holding History

Allworth 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
2026
Q2 		$20.4K Buy
2,021
+893
+79% +$7.74K ﹤0.01% 3189
2026
Q1 		$8.39K Buy
1,128
+774
+219% +$7.4K ﹤0.01% 3629
2025
Q4 		$3.31K Sell
354
-205
-37% -$2.11K ﹤0.01% 3925
2025
Q3 		$7.41K Buy
559
+382
+216% +$4.39K ﹤0.01% 3321
2025
Q2 		$1.81K Hold
177
– – ﹤0.01% 3750
2025
Q1 		$1.71K Buy
177
+144
+436% +$1.33K ﹤0.01% 3269
2024
Q4 		$372 Buy
+33
New +$328 ﹤0.01% 3669

Other funds holding SVV

AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

Allworth Financial's SVV Position: Q2 2026 in Review

Allworth Financial increased its Savers (SVV) stake by 79% in Q2 2026, buying an estimated $7.74K and bringing the position to 2,021 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3189.

Allworth Financial first reported a position in SVV in Q4 2024 and has held it in 7 quarters since. 150 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • Allworth Financial held 2,021 shares of Savers worth $20.4K as of Q2 2026.
  • Allworth Financial bought 893 Savers shares in Q2 2026, an estimated $7.74K.
  • Savers made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3189 holding.
  • Allworth Financial first reported a position in Savers in Q4 2024 and has held it in 7 quarters since.
  • 150 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.