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
Q2 		$880K Buy
87,216
+24,873
+40% +$216K ﹤0.01% 1891
2026
Q1 		$464K Buy
62,343
+48,650
+355% +$465K ﹤0.01% 2073
2025
Q4 		$128K Buy
+13,693
New +$141K ﹤0.01% 2508

Other funds holding SVV

AM
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Baillie Gifford & Co
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

Corient Private Wealth's SVV Position: Q2 2026 in Review

Corient Private Wealth increased its Savers (SVV) stake by 40% in Q2 2026, buying an estimated $216K and bringing the position to 87,216 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

Corient Private Wealth first reported a position in SVV in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • Corient Private Wealth held 87,216 shares of Savers worth $880K as of Q2 2026.
  • Corient Private Wealth bought 24,873 Savers shares in Q2 2026, an estimated $216K.
  • Savers made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1891 holding.
  • Corient Private Wealth first reported a position in Savers in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.