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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
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SBI Securities's WVVI Position: Q2 2026 in Review

SBI Securities increased its Willamette Valley Vineyards (WVVI) stake by 32% in Q2 2026, buying an estimated $140 and bringing the position to 214 shares worth $537. The position accounts for ﹤0.01% of the portfolio, ranked #3013.

SBI Securities first reported a position in WVVI in Q4 2024 and has held it in 7 quarters since. The position peaked at $555 in Q2 2025. 35 funds tracked by Wall St. Rank hold WVVI as of Q2 2026.

  • SBI Securities held 214 shares of Willamette Valley Vineyards worth $537 as of Q2 2026.
  • SBI Securities bought 52 Willamette Valley Vineyards shares in Q2 2026, an estimated $140.
  • Willamette Valley Vineyards made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3013 holding.
  • SBI Securities first reported a position in Willamette Valley Vineyards in Q4 2024 and has held it in 7 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 Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.