Falcon Wealth Planning
SVIA icon

Falcon Wealth Planning’s Silvia, Inc. Common Stock SVIA Stock Holding History

Falcon Wealth Planning’s Portfolio SVIA Stock Details SVIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$38.8K Hold
10,000
– – ﹤0.01% 262
2026
Q2 		$15.4K Hold
10,000
– – ﹤0.01% 246
2026
Q1 		$21.1K Buy
+10,000
New +$27.8K ﹤0.01% 234

Other funds holding SVIA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Periscope Capital
Periscope Capital Toronto, Ontario, Canada $990M AUM 4.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Hartline Investment Corp
Hartline Investment Corp Winnetka, Illinois $969M AUM 53.26% 1-Year Est. Return
Almanack Investment Partners
Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Falcon Wealth Planning's SVIA Position: Q3 2026 in Review

Falcon Wealth Planning held its Silvia, Inc. Common Stock (SVIA) position steady in Q3 2026 at 10,000 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Falcon Wealth Planning first reported a position in SVIA in Q1 2026 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold SVIA as of Q3 2026.

  • Falcon Wealth Planning held 10,000 shares of Silvia, Inc. Common Stock worth $38.8K as of Q3 2026.
  • Falcon Wealth Planning left its Silvia, Inc. Common Stock share count unchanged in Q3 2026.
  • Silvia, Inc. Common Stock made up ﹤0.01% of Falcon Wealth Planning's portfolio in Q3 2026, its #262 holding.
  • Falcon Wealth Planning first reported a position in Silvia, Inc. Common Stock in Q1 2026 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Silvia, Inc. Common Stock as of Q3 2026.

Based on Falcon Wealth Planning's 13F filing for Q3 2026, filed 6 Nov 2026.