Cerity Partners
SVV icon

Cerity Partners’s Savers SVV Stock Holding History

Cerity Partners’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 		$312K Buy
+30,893
New +$268K ﹤0.01% 2761
2025
Q4 		– Sell
-23,075
Closed -$306K – 3011
2025
Q3 		$306K Buy
23,075
+10,417
+82% +$120K ﹤0.01% 2269
2025
Q2 		$129K Buy
+12,658
New +$124K ﹤0.01% 2441

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Capital Research Global Investors
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BlackRock
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Dimensional Fund Advisors
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VPM
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Arrowstreet Capital
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VCM
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ACM
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners's SVV Position: Q2 2026 in Review

Cerity Partners opened a new position in Savers (SVV) in Q2 2026: 30,893 shares worth $312K. The stake represents ﹤0.01% of the portfolio and ranks #2761 among its holdings. This is a return to the name: Cerity Partners previously reported a position in SVV as recently as Q3 2025.

Cerity Partners first reported a position in SVV in Q2 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • Cerity Partners held 30,893 shares of Savers worth $312K as of Q2 2026.
  • Savers was a new Cerity Partners position in Q2 2026.
  • Savers made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2761 holding.
  • Cerity Partners first reported a position in Savers in Q2 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.