Swedbank

Swedbank’s ACV Auctions ACVA Stock Holding History

Swedbank’s Portfolio ACVA Stock Details ACVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Hold	1,500,000	–	–	0.01%	510
2026 Q1	$6.36M	Hold	1,500,000	–	–	0.01%	547
2025 Q4	$12M	Hold	1,500,000	–	–	0.01%	476
2025 Q3	$14.9M	Buy	1,500,000 +500,000	+50%	+$6.4M	0.02%	429
2025 Q2	$16.2M	Hold	1,000,000	–	–	0.02%	405
2025 Q1	$14.1M	Buy	1,000,000 +200,000	+25%	+$3.68M	0.02%	417
2024 Q4	$17.3M	Hold	800,000	–	–	0.02%	375
2024 Q3	$16.3M	Hold	800,000	–	–	0.02%	386
2024 Q2	$14.6M	Hold	800,000	–	–	0.02%	373
2024 Q1	$15M	Buy	800,000 +100,000	+14%	+$1.57M	0.13%	245
2023 Q4	$10.6M	Buy	700,000 +100,000	+17%	+$1.47M	0.02%	424
2023 Q3	$9.11M	Buy	+600,000	New	+$9.74M	0.02%	422

Other funds holding ACVA

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return