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Steward Partners Investment Advisory’s Savers SVV Stock Holding History

Steward Partners Investment Advisory’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
2025
Q3 		– Sell
-32
Closed -$326 – 4386
2025
Q2 		$326 Hold
32
– – ﹤0.01% 4000
2025
Q1 		$221 Hold
32
– – ﹤0.01% 3916
2024
Q4 		$328 Buy
+32
New +$318 ﹤0.01% 3882

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BlackRock
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DSCM
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Marshall Wace
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Partners Investment Advisory's SVV Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Savers (SVV) in Q3 2025, closing a stake of 32 shares — an estimated $326 sold.

Steward Partners Investment Advisory first reported a position in SVV in Q4 2024 and held it in 3 quarters. The position peaked at $328 in Q4 2024. 153 funds tracked by Wall St. Rank hold SVV as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining Savers position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 32 Savers shares in Q3 2025, an estimated $326.
  • Steward Partners Investment Advisory first reported a position in Savers in Q4 2024 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Savers position peaked at $328 in Q4 2024.
  • 153 funds tracked by Wall St. Rank held Savers as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.