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Capital Advisors Ltd’s Savers SVV Stock Holding History

Capital Advisors Ltd’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
-87
Closed -$1K – 1589
2025
Q4 		$1K Sell
87
-11
-11% -$113 ﹤0.01% 1282
2025
Q3 		$1K Hold
98
– – ﹤0.01% 1290
2025
Q2 		$1K Buy
98
+59
+151% +$578 ﹤0.01% 1268
2025
Q1 		$0 Buy
+39
New +$360 ﹤0.01% 1569

Other funds holding SVV

AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Advisors Ltd's SVV Position: Q1 2026 in Review

Capital Advisors Ltd sold out of Savers (SVV) in Q1 2026, closing a stake of 87 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in SVV in Q1 2025 and held it in 4 quarters. The position peaked at $1K in Q4 2025. 160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

  • Capital Advisors Ltd reported no remaining Savers position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 87 Savers shares in Q1 2026, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Savers in Q1 2025 and held it in 4 quarters.
  • Capital Advisors Ltd's Savers position peaked at $1K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.