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Summit Securities Group’s Savers SVV Stock Holding History

Summit Securities Group’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 		$9.69K Buy
+960
New +$8.33K ﹤0.01% 845
2024
Q2 		– Sell
-14
Closed – – 783
2024
Q1 		$0 Buy
+14
New +$261 ﹤0.01% 867

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

Summit Securities Group's SVV Position: Q2 2026 in Review

Summit Securities Group opened a new position in Savers (SVV) in Q2 2026: 960 shares worth $9.69K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SVV as recently as Q1 2024.

Summit Securities Group first reported a position in SVV in Q1 2024 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • Summit Securities Group held 960 shares of Savers worth $9.69K as of Q2 2026.
  • Savers was a new Summit Securities Group position in Q2 2026.
  • Savers made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #845 holding.
  • Summit Securities Group first reported a position in Savers in Q1 2024 and has held it in 2 quarters since.
  • 150 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.