SignatureFD
SVV icon

SignatureFD’s Savers SVV Stock Holding History

SignatureFD’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
Q3 		$1.34K Hold
146
– – ﹤0.01% 3277
2026
Q2 		$1.47K Hold
146
– – ﹤0.01% 3200
2026
Q1 		$1.09K Sell
146
-123
-46% -$1.18K ﹤0.01% 3196
2025
Q4 		$2.51K Sell
269
-160
-37% -$1.64K ﹤0.01% 2908
2025
Q3 		$5.68K Hold
429
– – ﹤0.01% 2625
2025
Q2 		$4.38K Buy
429
+283
+194% +$2.77K ﹤0.01% 2650
2025
Q1 		$1.01K Buy
146
+76
+109% +$702 ﹤0.01% 3030
2024
Q4 		$718 Buy
+70
New +$696 ﹤0.01% 3085

Other funds holding SVV

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

SignatureFD's SVV Position: Q3 2026 in Review

SignatureFD held its Savers (SVV) position steady in Q3 2026 at 146 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3277.

SignatureFD first reported a position in SVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.68K in Q3 2025. 44 funds tracked by Wall St. Rank hold SVV as of Q3 2026.

  • SignatureFD held 146 shares of Savers worth $1.34K as of Q3 2026.
  • SignatureFD left its Savers share count unchanged in Q3 2026.
  • Savers made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3277 holding.
  • SignatureFD first reported a position in Savers in Q4 2024 and has held it in 8 quarters since.
  • SignatureFD's Savers position peaked at $5.68K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Savers as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.