SBI Securities
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SBI Securities’s Willamette Valley Vineyards WVVI Stock Holding History

SBI Securities’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$495 Buy
283
+69
+32% +$162 ﹤0.01% 3119
2026
Q2 		$537 Buy
214
+52
+32% +$140 ﹤0.01% 3013
2026
Q1 		$416 Buy
162
+28
+21% +$76 ﹤0.01% 2961
2025
Q4 		$409 Buy
134
+21
+19% +$66 ﹤0.01% 2948
2025
Q3 		$403 Buy
113
+13
+13% +$61 ﹤0.01% 3060
2025
Q2 		$555 Buy
100
+12
+14% +$70 ﹤0.01% 2924
2025
Q1 		$523 Buy
88
+14
+19% +$78 ﹤0.01% 2855
2024
Q4 		$248 Buy
+74
New +$251 ﹤0.01% 3165

Other funds holding WVVI

James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Wolff Wiese Magana
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
Atlantic Edge Private Wealth Management
Atlantic Edge Private Wealth Management Jacksonville, Florida $487M AUM 24.51% 1-Year Est. Return

SBI Securities's WVVI Position: Q3 2026 in Review

SBI Securities increased its Willamette Valley Vineyards (WVVI) stake by 32% in Q3 2026, buying an estimated $162 and bringing the position to 283 shares worth $495. The position accounts for ﹤0.01% of the portfolio, ranked #3119.

SBI Securities first reported a position in WVVI in Q4 2024 and has held it in 8 quarters since. The position peaked at $555 in Q2 2025. 6 funds tracked by Wall St. Rank hold WVVI as of Q3 2026.

  • SBI Securities held 283 shares of Willamette Valley Vineyards worth $495 as of Q3 2026.
  • SBI Securities bought 69 Willamette Valley Vineyards shares in Q3 2026, an estimated $162.
  • Willamette Valley Vineyards made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3119 holding.
  • SBI Securities first reported a position in Willamette Valley Vineyards in Q4 2024 and has held it in 8 quarters since.
  • SBI Securities's Willamette Valley Vineyards position peaked at $555 in Q2 2025.
  • 6 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.