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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SBI Securities's WVVI Position: Q1 2026 in Review

SBI Securities increased its Willamette Valley Vineyards (WVVI) stake by 21% in Q1 2026, buying an estimated $76 and bringing the position to 162 shares worth $416. The position accounts for ﹤0.01% of the portfolio, ranked #2961.

SBI Securities first reported a position in WVVI in Q4 2024 and has held it in 6 quarters since. The position peaked at $555 in Q2 2025. 35 funds tracked by Wall St. Rank hold WVVI as of Q1 2026.

  • SBI Securities held 162 shares of Willamette Valley Vineyards worth $416 as of Q1 2026.
  • SBI Securities bought 28 Willamette Valley Vineyards shares in Q1 2026, an estimated $76.
  • Willamette Valley Vineyards made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #2961 holding.
  • SBI Securities first reported a position in Willamette Valley Vineyards in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's Willamette Valley Vineyards position peaked at $555 in Q2 2025.
  • 35 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.