RIL
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Rothschild Investment LLC’s Savers SVV Stock Holding History

Rothschild Investment LLC’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 		$238 Buy
32
+4
+14% +$38 ﹤0.01% 3276
2025
Q4 		$262 Sell
28
-106
-79% -$1.09K ﹤0.01% 3068
2025
Q3 		$1.78K Buy
+134
New +$1.54K ﹤0.01% 2303
2025
Q1 		– Sell
-30
Closed -$308 – 3087
2024
Q4 		$308 Buy
+30
New +$298 ﹤0.01% 2685
2024
Q2 		– Sell
-5
Closed -$96 – 2846
2024
Q1 		$96 Buy
+5
New +$93 ﹤0.01% 2222

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

Rothschild Investment LLC's SVV Position: Q1 2026 in Review

Rothschild Investment LLC increased its Savers (SVV) stake by 14% in Q1 2026, buying an estimated $38 and bringing the position to 32 shares worth $238. The position accounts for ﹤0.01% of the portfolio, ranked #3276.

Rothschild Investment LLC first reported a position in SVV in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.78K in Q3 2025. 160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

  • Rothschild Investment LLC held 32 shares of Savers worth $238 as of Q1 2026.
  • Rothschild Investment LLC bought 4 Savers shares in Q1 2026, an estimated $38.
  • Savers made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3276 holding.
  • Rothschild Investment LLC first reported a position in Savers in Q1 2024 and has held it in 5 quarters since.
  • Rothschild Investment LLC's Savers position peaked at $1.78K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.