Tom Bancroft
SVV icon

Tom Bancroft’s Savers SVV Stock Holding History

Tom Bancroft’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 		– Sell
-159,110
Closed -$1.49M – 9
2025
Q4 		$1.49M Sell
159,110
-620,890
-80% -$6.38M 1.16% 10
2025
Q3 		$10.3M Sell
780,000
-298,437
-28% -$3.43M 5.31% 9
2025
Q2 		$11M Hold
1,078,437
– – 3.35% 10
2025
Q1 		$7.44M Sell
1,078,437
-975,493
-47% -$9.01M 2.5% 11
2024
Q4 		$21.1M Sell
2,053,930
-236,000
-10% -$2.35M 3.28% 10
2024
Q3 		$24.1M Buy
2,289,930
+49,930
+2% +$509K 3.1% 11
2024
Q2 		$27.4M Buy
+2,240,000
New +$33.4M 3.56% 8

Other funds holding SVV

Ares Management
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Tom Bancroft's SVV Position: Q1 2026 in Review

Tom Bancroft sold out of Savers (SVV) in Q1 2026, closing a stake of 159,110 shares — an estimated $1.49M sold.

Tom Bancroft first reported a position in SVV in Q2 2024 and held it in 7 quarters. The position peaked at $27.4M in Q2 2024. 160 funds tracked by Wall St. Rank hold SVV as of Q1 2026.

  • Tom Bancroft reported no remaining Savers position as of Q1 2026 after selling out during the quarter.
  • Tom Bancroft sold 159,110 Savers shares in Q1 2026, an estimated $1.49M.
  • Tom Bancroft first reported a position in Savers in Q2 2024 and held it in 7 quarters.
  • Tom Bancroft's Savers position peaked at $27.4M in Q2 2024.
  • 160 funds tracked by Wall St. Rank held Savers as of Q1 2026.

Based on Makaira Partners's 13F filing for Q1 2026.