Farther Finance Advisors
SVV icon

Farther Finance Advisors’s Savers SVV Stock Holding History

Farther Finance 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
Q3 		$7.99K Sell
868
-10
-1% -$101 ﹤0.01% 4751
2026
Q2 		$8.79K Buy
878
+817
+1,339% +$7.08K ﹤0.01% 4508
2026
Q1 		$451 Sell
61
-261
-81% -$2.49K ﹤0.01% 5292
2025
Q4 		$3.01K Buy
322
+294
+1,050% +$3.02K ﹤0.01% 4532
2025
Q3 		$371 Buy
+28
New +$322 ﹤0.01% 4611
2024
Q4 		– Sell
-10
Closed -$105 – 4140
2024
Q3 		$105 Hold
10
– – ﹤0.01% 3772
2024
Q2 		$121 Sell
10
-17
-63% -$254 ﹤0.01% 3578
2024
Q1 		$522 Hold
27
– – ﹤0.01% 3011
2023
Q4 		$469 Buy
+27
New +$409 ﹤0.01% 2995

Other funds holding SVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

Farther Finance Advisors's SVV Position: Q3 2026 in Review

Farther Finance Advisors reduced its Savers (SVV) stake by 1.1% in Q3 2026, selling an estimated $101 and leaving 868 shares worth $7.99K. The position accounts for ﹤0.01% of the portfolio, ranked #4751.

Farther Finance Advisors first reported a position in SVV in Q4 2023 and has held it in 9 quarters since. The position peaked at $8.79K in Q2 2026. 12 funds tracked by Wall St. Rank hold SVV as of Q3 2026.

  • Farther Finance Advisors held 868 shares of Savers worth $7.99K as of Q3 2026.
  • Farther Finance Advisors sold 10 Savers shares in Q3 2026, an estimated $101.
  • Savers made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4751 holding.
  • Farther Finance Advisors first reported a position in Savers in Q4 2023 and has held it in 9 quarters since.
  • Farther Finance Advisors's Savers position peaked at $8.79K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Savers as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.