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NBC Securities’s Savers SVV Stock Holding History

NBC Securities’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
-2,772
Closed -$36.7K – 2921
2025
Q3 		$36.7K Buy
+2,772
New +$31.9K ﹤0.01% 1460

Other funds holding SVV

AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NBC Securities's SVV Position: Q4 2025 in Review

NBC Securities sold out of Savers (SVV) in Q4 2025, closing a stake of 2,772 shares — an estimated $36.7K sold.

NBC Securities first reported a position in SVV in Q3 2025 and held it in 1 quarter. The position peaked at $36.7K in Q3 2025. 151 funds tracked by Wall St. Rank hold SVV as of Q4 2025.

  • NBC Securities reported no remaining Savers position as of Q4 2025 after selling out during the quarter.
  • NBC Securities sold 2,772 Savers shares in Q4 2025, an estimated $36.7K.
  • NBC Securities first reported a position in Savers in Q3 2025 and held it in 1 quarter.
  • NBC Securities's Savers position peaked at $36.7K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Savers as of Q4 2025.

Based on NBC Securities's 13F filing for Q4 2025, filed 29 Jan 2026.