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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
Q2 		$4.47K Buy
443
+411
+1,284% +$3.56K ﹤0.01% 2339
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 $2.29B AUM 0.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

Rothschild Investment LLC's SVV Position: Q2 2026 in Review

Rothschild Investment LLC increased its Savers (SVV) stake by 1,284% in Q2 2026, buying an estimated $3.56K and bringing the position to 443 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #2339.

Rothschild Investment LLC first reported a position in SVV in Q1 2024 and has held it in 6 quarters since. 149 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • Rothschild Investment LLC held 443 shares of Savers worth $4.47K as of Q2 2026.
  • Rothschild Investment LLC bought 411 Savers shares in Q2 2026, an estimated $3.56K.
  • Savers made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2339 holding.
  • Rothschild Investment LLC first reported a position in Savers in Q1 2024 and has held it in 6 quarters since.
  • 149 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.