LFG
SVV icon

Larson Financial Group’s Savers SVV Stock Holding History

Larson Financial Group’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 		$13.9K Buy
1,863
+1,507
+423% +$14.4K ﹤0.01% 2049
2025
Q4 		$3.33K Sell
356
-605
-63% -$6.22K ﹤0.01% 2632
2025
Q3 		$12.7K Buy
961
+919
+2,188% +$10.6K ﹤0.01% 1897
2025
Q2 		$428 Buy
+42
New +$411 ﹤0.01% 2903

Other funds holding SVV

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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

Larson Financial Group's SVV Position: Q1 2026 in Review

Larson Financial Group increased its Savers (SVV) stake by 423% in Q1 2026, buying an estimated $14.4K and bringing the position to 1,863 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

Larson Financial Group first reported a position in SVV in Q2 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

  • Larson Financial Group held 1,863 shares of Savers worth $13.9K as of Q1 2026.
  • Larson Financial Group bought 1,507 Savers shares in Q1 2026, an estimated $14.4K.
  • Savers made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2049 holding.
  • Larson Financial Group first reported a position in Savers in Q2 2025 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

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