EWA
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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
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 $1.52B AUM 12.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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

EverSource Wealth Advisors's SVV Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Savers (SVV) stake by 45% in Q1 2026, buying an estimated $1.77K and bringing the position to 596 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #3324.

EverSource Wealth Advisors first reported a position in SVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.6K in Q3 2025. 160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

  • EverSource Wealth Advisors held 596 shares of Savers worth $4.43K as of Q1 2026.
  • EverSource Wealth Advisors bought 185 Savers shares in Q1 2026, an estimated $1.77K.
  • Savers made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3324 holding.
  • EverSource Wealth Advisors first reported a position in Savers in Q1 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Savers position peaked at $11.6K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.