SageView Advisory Group’s Savers SVV Stock Holding History

SageView Advisory Group’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	-56	Closed	-$524	–	2211
2025 Q4	$524	Buy	+56	New	+$576	﹤0.01%	2445

Other funds holding SVV

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SageView Advisory Group's SVV Position: Q1 2026 in Review

SageView Advisory Group sold out of Savers (SVV) in Q1 2026, closing a stake of 56 shares — an estimated $524 sold.

SageView Advisory Group first reported a position in SVV in Q4 2025 and held it in 1 quarter. The position peaked at $524 in Q4 2025. 160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

SageView Advisory Group reported no remaining Savers position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 56 Savers shares in Q1 2026, an estimated $524.
SageView Advisory Group first reported a position in Savers in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Savers position peaked at $524 in Q4 2025.
160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.