HAP
SVRN icon

Harbor Asset Planning’s SVRN, Inc. Common Stock SVRN Stock Holding History

Harbor Asset Planning’s Portfolio SVRN Stock Details SVRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Hold
0
– -$2 – 439
2025
Q4 		– Hold
0
– – – 442
2025
Q3 		– Hold
0
– – – 409
2025
Q2 		– Hold
0
– – – 406

Other funds holding SVRN

CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return