EP
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Essential Partners’s Savers SVV Stock Holding History

Essential 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 		$6.12K Buy
606
+526
+658% +$4.56K ﹤0.01% 1449
2026
Q1 		$595 Sell
80
-11
-12% -$105 ﹤0.01% 2382
2025
Q4 		$850 Sell
91
-1,198
-93% -$12.3K ﹤0.01% 2085
2025
Q3 		$17.1K Buy
1,289
+690
+115% +$7.93K 0.01% 945
2025
Q2 		$6.11K Buy
+599
New +$5.86K ﹤0.01% 998

Other funds holding SVV

AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
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

Essential Partners's SVV Position: Q2 2026 in Review

Essential Partners increased its Savers (SVV) stake by 658% in Q2 2026, buying an estimated $4.56K and bringing the position to 606 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Essential Partners first reported a position in SVV in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.1K in Q3 2025. 150 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • Essential Partners held 606 shares of Savers worth $6.12K as of Q2 2026.
  • Essential Partners bought 526 Savers shares in Q2 2026, an estimated $4.56K.
  • Savers made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1449 holding.
  • Essential Partners first reported a position in Savers in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Savers position peaked at $17.1K in Q3 2025.
  • 150 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.