SIC
SVV icon

Salem Investment Counselors’s Savers SVV Stock Holding History

Salem Investment Counselors’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 		$242K Hold
24,000
– – 0.01% 381
2026
Q1 		$179K Buy
24,000
+6,000
+33% +$57.3K 0.01% 398
2025
Q4 		$168K Buy
18,000
+9,000
+100% +$92.5K ﹤0.01% 381
2025
Q3 		$119K Buy
+9,000
New +$103K ﹤0.01% 441

Other funds holding SVV

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Salem Investment Counselors's SVV Position: Q2 2026 in Review

Salem Investment Counselors held its Savers (SVV) position steady in Q2 2026 at 24,000 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #381.

Salem Investment Counselors first reported a position in SVV in Q3 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • Salem Investment Counselors held 24,000 shares of Savers worth $242K as of Q2 2026.
  • Salem Investment Counselors left its Savers share count unchanged in Q2 2026.
  • Savers made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #381 holding.
  • Salem Investment Counselors first reported a position in Savers in Q3 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.