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Perigon Wealth Management’s Savers SVV Stock Holding History

Perigon Wealth 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
Q1 		– Sell
-17,321
Closed -$162K – 1407
2025
Q4 		$162K Buy
+17,321
New +$178K ﹤0.01% 1260

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BlackRock
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Dimensional Fund Advisors
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VPM
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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

Perigon Wealth Management's SVV Position: Q1 2026 in Review

Perigon Wealth Management sold out of Savers (SVV) in Q1 2026, closing a stake of 17,321 shares — an estimated $162K sold.

Perigon Wealth Management first reported a position in SVV in Q4 2025 and held it in 1 quarter. The position peaked at $162K in Q4 2025. 160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

  • Perigon Wealth Management reported no remaining Savers position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 17,321 Savers shares in Q1 2026, an estimated $162K.
  • Perigon Wealth Management first reported a position in Savers in Q4 2025 and held it in 1 quarter.
  • Perigon Wealth Management's Savers position peaked at $162K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.