PCFFS
SVV icon

Pacific Center for Financial Services’s Savers SVV Stock Holding History

Pacific Center for Financial Services’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
Q3 		$139 Hold
15
– – ﹤0.01% 498
2026
Q2 		$152 Hold
15
– – ﹤0.01% 493
2026
Q1 		$112 Hold
15
– – ﹤0.01% 507
2025
Q4 		$199 Hold
15
– – ﹤0.01% 463
2025
Q3 		$199 Hold
15
– – ﹤0.01% 463
2025
Q2 		$153 Hold
15
– – ﹤0.01% 454
2025
Q1 		$104 Hold
15
– – ﹤0.01% 465
2024
Q4 		$154 Hold
15
– – ﹤0.01% 463
2024
Q3 		$158 Hold
15
– – ﹤0.01% 459
2024
Q2 		$184 Buy
+15
New +$224 ﹤0.01% 453

Other funds holding SVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Pacific Center for Financial Services's SVV Position: Q3 2026 in Review

Pacific Center for Financial Services held its Savers (SVV) position steady in Q3 2026 at 15 shares worth $139. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Pacific Center for Financial Services first reported a position in SVV in Q2 2024 and has held it in 10 quarters since. The position peaked at $199 in Q4 2025. 11 funds tracked by Wall St. Rank hold SVV as of Q3 2026.

  • Pacific Center for Financial Services held 15 shares of Savers worth $139 as of Q3 2026.
  • Pacific Center for Financial Services left its Savers share count unchanged in Q3 2026.
  • Savers made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q3 2026, its #498 holding.
  • Pacific Center for Financial Services first reported a position in Savers in Q2 2024 and has held it in 10 quarters since.
  • Pacific Center for Financial Services's Savers position peaked at $199 in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Savers as of Q3 2026.

Based on Pacific Center for Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.