Corient Private Wealth
SVV icon

Corient Private Wealth’s Savers SVV Stock Holding History

Corient Private Wealth’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 		$464K Buy
62,343
+34,957
+128% +$334K ﹤0.01% 2073
2025
Q4 		$256K Buy
+27,386
New +$281K ﹤0.01% 2538

Other funds holding SVV

AM
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T. Rowe Price Investment Management
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $89.9B AUM 20.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Corient Private Wealth's SVV Position: Q1 2026 in Review

Corient Private Wealth increased its Savers (SVV) stake by 128% in Q1 2026, buying an estimated $334K and bringing the position to 62,343 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

Corient Private Wealth first reported a position in SVV in Q4 2025 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

  • Corient Private Wealth held 62,343 shares of Savers worth $464K as of Q1 2026.
  • Corient Private Wealth bought 34,957 Savers shares in Q1 2026, an estimated $334K.
  • Savers made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2073 holding.
  • Corient Private Wealth first reported a position in Savers in Q4 2025 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.