EverSource Wealth Advisors
SVV icon

EverSource Wealth Advisors’s Savers SVV Stock Holding History

EverSource Wealth Advisors’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 		$28K Buy
2,777
+2,181
+366% +$18.9K ﹤0.01% 2194
2026
Q1 		$4.43K Buy
596
+185
+45% +$1.77K ﹤0.01% 3324
2025
Q4 		$3.84K Sell
411
-461
-53% -$4.74K ﹤0.01% 3225
2025
Q3 		$11.6K Buy
872
+491
+129% +$5.65K ﹤0.01% 2737
2025
Q2 		$3.89K Buy
381
+340
+829% +$3.33K ﹤0.01% 3261
2025
Q1 		$283 Buy
+41
New +$379 ﹤0.01% 3614

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

EverSource Wealth Advisors's SVV Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Savers (SVV) stake by 366% in Q2 2026, buying an estimated $18.9K and bringing the position to 2,777 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

EverSource Wealth Advisors first reported a position in SVV in Q1 2025 and has held it in 6 quarters since. 149 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • EverSource Wealth Advisors held 2,777 shares of Savers worth $28K as of Q2 2026.
  • EverSource Wealth Advisors bought 2,181 Savers shares in Q2 2026, an estimated $18.9K.
  • Savers made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2194 holding.
  • EverSource Wealth Advisors first reported a position in Savers in Q1 2025 and has held it in 6 quarters since.
  • 149 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.