SS
SVV icon

Sunbelt Securities’s Savers SVV Stock Holding History

Sunbelt Securities’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
Q1 		$350 Buy
47
+9
+24% +$86 ﹤0.01% 2382
2025
Q4 		$355 Sell
38
-18
-32% -$185 ﹤0.01% 2313
2025
Q3 		$742 Buy
+56
New +$644 ﹤0.01% 2127

Other funds holding SVV

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Sunbelt Securities's SVV Position: Q1 2026 in Review

Sunbelt Securities increased its Savers (SVV) stake by 24% in Q1 2026, buying an estimated $86 and bringing the position to 47 shares worth $350. The position accounts for ﹤0.01% of the portfolio, ranked #2382.

Sunbelt Securities first reported a position in SVV in Q3 2025 and has held it in 3 quarters since. The position peaked at $742 in Q3 2025. 160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

  • Sunbelt Securities held 47 shares of Savers worth $350 as of Q1 2026.
  • Sunbelt Securities bought 9 Savers shares in Q1 2026, an estimated $86.
  • Savers made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2382 holding.
  • Sunbelt Securities first reported a position in Savers in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Savers position peaked at $742 in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.