FG
SVV icon

Formula Growth’s Savers SVV Stock Holding History

Formula Growth’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 		$337K Hold
45,257
– – 0.15% 129
2025
Q4 		$423K Buy
45,257
+18,257
+68% +$188K 0.16% 119
2025
Q3 		$358K Buy
+27,000
New +$310K 0.13% 119
2023
Q4 		– Sell
-108,000
Closed -$2.02M – 156
2023
Q3 		$2.02M Buy
108,000
+107,000
+10,700% +$2.47M 0.69% 60
2023
Q2 		$23.7K Buy
+1,000
New +$23.3K 0.01% 135

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

Formula Growth's SVV Position: Q1 2026 in Review

Formula Growth held its Savers (SVV) position steady in Q1 2026 at 45,257 shares worth $337K. The position accounts for 0.15% of the portfolio, ranked #129.

Formula Growth first reported a position in SVV in Q2 2023 and has held it in 5 quarters since. The position peaked at $2.02M in Q3 2023. 160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

  • Formula Growth held 45,257 shares of Savers worth $337K as of Q1 2026.
  • Formula Growth left its Savers share count unchanged in Q1 2026.
  • Savers made up 0.15% of Formula Growth's portfolio in Q1 2026, its #129 holding.
  • Formula Growth first reported a position in Savers in Q2 2023 and has held it in 5 quarters since.
  • Formula Growth's Savers position peaked at $2.02M in Q3 2023.
  • 160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

Based on Formula Growth's 13F filing for Q1 2026, filed 14 May 2026.