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 Q2	–	Sell	-45,257	Closed	-$337K	–	162
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

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ACM

Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

Formula Growth's SVV Position: Q2 2026 in Review

Formula Growth sold out of Savers (SVV) in Q2 2026, closing a stake of 45,257 shares — an estimated $337K sold.

Formula Growth first reported a position in SVV in Q2 2023 and held it in 5 quarters. The position peaked at $2.02M in Q3 2023. 149 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

Formula Growth reported no remaining Savers position as of Q2 2026 after selling out during the quarter.
Formula Growth sold 45,257 Savers shares in Q2 2026, an estimated $337K.
Formula Growth first reported a position in Savers in Q2 2023 and held it in 5 quarters.
Formula Growth's Savers position peaked at $2.02M in Q3 2023.
149 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on Formula Growth's 13F filing for Q2 2026, filed 17 Aug 2026.