MAI Capital Management’s Savers SVV Stock Holding History

MAI Capital Management’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	–	Sell	-551	Closed	-$4.1K	–	4417
2026 Q1	$4.1K	Buy	+551	New	+$5.26K	﹤0.01%	3617

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

MAI Capital Management's SVV Position: Q2 2026 in Review

MAI Capital Management sold out of Savers (SVV) in Q2 2026, closing a stake of 551 shares — an estimated $4.1K sold.

MAI Capital Management first reported a position in SVV in Q1 2026 and held it in 1 quarter. The position peaked at $4.1K in Q1 2026. 149 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

MAI Capital Management reported no remaining Savers position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 551 Savers shares in Q2 2026, an estimated $4.1K.
MAI Capital Management first reported a position in Savers in Q1 2026 and held it in 1 quarter.
MAI Capital Management's Savers position peaked at $4.1K in Q1 2026.
149 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.