SIP
SVV icon

Stoneridge Investment Partners’s Savers SVV Stock Holding History

Stoneridge Investment Partners’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
Q2 		– Sell
-29,456
Closed -$219K – 188
2026
Q1 		$219K Sell
29,456
-57,942
-66% -$554K 0.16% 96
2025
Q4 		$816K Buy
87,398
+54,996
+170% +$565K 0.57% 46
2025
Q3 		$429K Sell
32,402
-20,796
-39% -$239K 0.29% 71
2025
Q2 		$543K Buy
+53,198
New +$521K 0.41% 67

Other funds holding SVV

AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

Stoneridge Investment Partners's SVV Position: Q2 2026 in Review

Stoneridge Investment Partners sold out of Savers (SVV) in Q2 2026, closing a stake of 29,456 shares — an estimated $219K sold.

Stoneridge Investment Partners first reported a position in SVV in Q2 2025 and held it in 4 quarters. The position peaked at $816K in Q4 2025. 150 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • Stoneridge Investment Partners reported no remaining Savers position as of Q2 2026 after selling out during the quarter.
  • Stoneridge Investment Partners sold 29,456 Savers shares in Q2 2026, an estimated $219K.
  • Stoneridge Investment Partners first reported a position in Savers in Q2 2025 and held it in 4 quarters.
  • Stoneridge Investment Partners's Savers position peaked at $816K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.