Ameriprise’s Savers SVV Stock Holding History

Ameriprise’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	–	Sell	-1,668,287	Closed	-$15.6M	–	4217
2025 Q4	$15.6M	Sell	1,668,287 -577,122	-26%	-$5.93M	﹤0.01%	1592
2025 Q3	$29.8M	Buy	2,245,409 +94,685	+4%	+$1.09M	0.01%	1159
2025 Q2	$21.9M	Buy	2,150,724 +1,013,875	+89%	+$9.92M	0.01%	1293
2025 Q1	$7.84M	Buy	1,136,849 +32,114	+3%	+$297K	﹤0.01%	1951
2024 Q4	$11.3M	Buy	+1,104,735	New	+$11M	﹤0.01%	1705
2024 Q3	–	Sell	-1,901,835	Closed	-$23.3M	–	4010
2024 Q2	$23.3M	Buy	1,901,835 +310,593	+20%	+$4.64M	0.01%	1185
2024 Q1	$30.7M	Buy	1,591,242 +495,650	+45%	+$9.25M	0.01%	1043
2023 Q4	$19M	Buy	1,095,592 +349,469	+47%	+$5.29M	0.01%	1300
2023 Q3	$13.9M	Sell	746,123 -1,634	-0.2%	-$37.7K	﹤0.01%	1461
2023 Q2	$17.7M	Buy	+747,757	New	+$17.4M	0.01%	1345

Other funds holding SVV

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise's SVV Position: Q1 2026 in Review

Ameriprise sold out of Savers (SVV) in Q1 2026, closing a stake of 1,668,287 shares — an estimated $15.6M sold.

Ameriprise first reported a position in SVV in Q2 2023 and held it in 10 quarters. The position peaked at $30.7M in Q1 2024. 160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

Ameriprise reported no remaining Savers position as of Q1 2026 after selling out during the quarter.
Ameriprise sold 1,668,287 Savers shares in Q1 2026, an estimated $15.6M.
Ameriprise first reported a position in Savers in Q2 2023 and held it in 10 quarters.
Ameriprise's Savers position peaked at $30.7M in Q1 2024.
160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.