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
Q3 		$5.07K Sell
550
-56
-9% -$565 ﹤0.01% 1499
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

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WF
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Salem Investment Counselors
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VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's SVV Position: Q3 2026 in Review

Essential Partners reduced its Savers (SVV) stake by 9.2% in Q3 2026, selling an estimated $565 and leaving 550 shares worth $5.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Essential Partners first reported a position in SVV in Q2 2025 and has held it in 6 quarters since. The position peaked at $17.1K in Q3 2025. 12 funds tracked by Wall St. Rank hold SVV as of Q3 2026.

  • Essential Partners held 550 shares of Savers worth $5.07K as of Q3 2026.
  • Essential Partners sold 56 Savers shares in Q3 2026, an estimated $565.
  • Savers made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1499 holding.
  • Essential Partners first reported a position in Savers in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Savers position peaked at $17.1K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Savers as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.