CAPTRUST Financial Advisors
SVV icon

CAPTRUST Financial Advisors’s Savers SVV Stock Holding History

CAPTRUST Financial Advisors’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 		$129K Buy
+12,793
New +$111K ﹤0.01% 2990
2024
Q1 		– Sell
-29,993
Closed -$521K – 2614
2023
Q4 		$521K Sell
29,993
-4,390
-13% -$66.4K ﹤0.01% 1709
2023
Q3 		$642K Buy
34,383
+21,537
+168% +$497K ﹤0.01% 1483
2023
Q2 		$304K Buy
+12,846
New +$299K ﹤0.01% 1964

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Capital Research Global Investors
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BlackRock
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Dimensional Fund Advisors
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Vanguard Portfolio Management
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Arrowstreet Capital
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Vanguard Capital Management
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ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

CAPTRUST Financial Advisors's SVV Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Savers (SVV) in Q2 2026: 12,793 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #2990 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in SVV as recently as Q4 2023.

CAPTRUST Financial Advisors first reported a position in SVV in Q2 2023 and has held it in 4 quarters since. The position peaked at $642K in Q3 2023. 150 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • CAPTRUST Financial Advisors held 12,793 shares of Savers worth $129K as of Q2 2026.
  • Savers was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Savers made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2990 holding.
  • CAPTRUST Financial Advisors first reported a position in Savers in Q2 2023 and has held it in 4 quarters since.
  • CAPTRUST Financial Advisors's Savers position peaked at $642K in Q3 2023.
  • 150 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.