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IEQ Capital’s Savers SVV Stock Holding History

IEQ Capital’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 		$990K Buy
98,075
+86,554
+751% +$751K ﹤0.01% 1100
2026
Q1 		$85.7K Buy
+11,521
New +$110K ﹤0.01% 1809
2025
Q4 		– Sell
-54,416
Closed -$721K – 2004
2025
Q3 		$721K Buy
54,416
+33,701
+163% +$388K ﹤0.01% 1139
2025
Q2 		$211K Buy
+20,715
New +$203K ﹤0.01% 1590

Other funds holding SVV

AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

IEQ Capital's SVV Position: Q2 2026 in Review

IEQ Capital increased its Savers (SVV) stake by 751% in Q2 2026, buying an estimated $751K and bringing the position to 98,075 shares worth $990K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

IEQ Capital first reported a position in SVV in Q2 2025 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • IEQ Capital held 98,075 shares of Savers worth $990K as of Q2 2026.
  • IEQ Capital bought 86,554 Savers shares in Q2 2026, an estimated $751K.
  • Savers made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1100 holding.
  • IEQ Capital first reported a position in Savers in Q2 2025 and has held it in 4 quarters since.
  • 150 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.