Homestead Advisers’s Savers SVV Stock Holding History

Homestead Advisers’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	$1.89M	Hold	187,106	–	–	0.05%	106
2026 Q1	$1.39M	Hold	187,106	–	–	0.04%	98
2025 Q4	$1.75M	Hold	187,106	–	–	0.05%	94
2025 Q3	$2.48M	Hold	187,106	–	–	0.06%	90
2025 Q2	$1.91M	Hold	187,106	–	–	0.05%	95
2025 Q1	$1.29M	Buy	187,106 +37,906	+25%	+$350K	0.03%	94
2024 Q4	$1.53M	Hold	149,200	–	–	0.04%	99
2024 Q3	$1.57M	Hold	149,200	–	–	0.04%	97
2024 Q2	$1.83M	Buy	149,200 +111,800	+299%	+$1.67M	0.05%	95
2024 Q1	$721K	Buy	+37,400	New	+$698K	0.02%	98

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

Homestead Advisers's SVV Position: Q2 2026 in Review

Homestead Advisers held its Savers (SVV) position steady in Q2 2026 at 187,106 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #106.

Homestead Advisers first reported a position in SVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.48M in Q3 2025. 150 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

Homestead Advisers held 187,106 shares of Savers worth $1.89M as of Q2 2026.
Homestead Advisers left its Savers share count unchanged in Q2 2026.
Savers made up 0.05% of Homestead Advisers's portfolio in Q2 2026, its #106 holding.
Homestead Advisers first reported a position in Savers in Q1 2024 and has held it in 10 quarters since.
Homestead Advisers's Savers position peaked at $2.48M in Q3 2025.
150 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on Homestead Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.