Jones Financial Companies
SVV icon

Jones Financial Companies’s Savers SVV Stock Holding History

Jones Financial Companies’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
Q1 		$535 Hold
75
– – ﹤0.01% 4477
2025
Q4 		$701 Buy
+75
New +$771 ﹤0.01% 4098
2025
Q1 		– Sell
-16
Closed -$164 – 3853
2024
Q4 		$164 Hold
16
– – ﹤0.01% 3328
2024
Q3 		$171 Buy
+16
New +$163 ﹤0.01% 2951

Other funds holding SVV

AM
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T. Rowe Price Investment Management
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Jones Financial Companies's SVV Position: Q1 2026 in Review

Jones Financial Companies held its Savers (SVV) position steady in Q1 2026 at 75 shares worth $535. The position accounts for ﹤0.01% of the portfolio, ranked #4477.

Jones Financial Companies first reported a position in SVV in Q3 2024 and has held it in 4 quarters since. The position peaked at $701 in Q4 2025. 160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

  • Jones Financial Companies held 75 shares of Savers worth $535 as of Q1 2026.
  • Jones Financial Companies left its Savers share count unchanged in Q1 2026.
  • Savers made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4477 holding.
  • Jones Financial Companies first reported a position in Savers in Q3 2024 and has held it in 4 quarters since.
  • Jones Financial Companies's Savers position peaked at $701 in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.