J. Goldman & Co’s Savers SVV Stock Holding History

J. Goldman & Co’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
2025 Q4	–	Sell	-39,159	Closed	-$519K	–	732
2025 Q3	$519K	Sell	39,159 -310,412	-89%	-$3.57M	0.01%	377
2025 Q2	$3.57M	Buy	+349,571	New	+$3.42M	0.09%	231

Other funds holding SVV

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

ACM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

J. Goldman & Co's SVV Position: Q4 2025 in Review

J. Goldman & Co sold out of Savers (SVV) in Q4 2025, closing a stake of 39,159 shares — an estimated $519K sold.

J. Goldman & Co first reported a position in SVV in Q2 2025 and held it in 2 quarters. The position peaked at $3.57M in Q2 2025. 151 funds tracked by Wall St. Rank hold SVV as of Q4 2025.

J. Goldman & Co reported no remaining Savers position as of Q4 2025 after selling out during the quarter.
J. Goldman & Co sold 39,159 Savers shares in Q4 2025, an estimated $519K.
J. Goldman & Co first reported a position in Savers in Q2 2025 and held it in 2 quarters.
J. Goldman & Co's Savers position peaked at $3.57M in Q2 2025.
151 funds tracked by Wall St. Rank held Savers as of Q4 2025.

Based on J. Goldman & Co's 13F filing for Q4 2025, filed 17 Feb 2026.