AF
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
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 $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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM