Truist Financial
SVV icon

Truist Financial’s Savers SVV Stock Holding History

Truist Financial’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
2025
Q1 		– Sell
-11,100
Closed -$114K – 2651
2024
Q4 		$114K Sell
11,100
-1,742
-14% -$17.3K ﹤0.01% 2451
2024
Q3 		$135K Sell
12,842
-2,468
-16% -$25.1K ﹤0.01% 2398
2024
Q2 		$187K Sell
15,310
-1,237
-7% -$18.5K ﹤0.01% 2527
2024
Q1 		$319K Buy
+16,547
New +$309K ﹤0.01% 2254

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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MP
Makaira Partners La Jolla, California $128M AUM 14.03% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Truist Financial's SVV Position: Q1 2025 in Review

Truist Financial sold out of Savers (SVV) in Q1 2025, closing a stake of 11,100 shares — an estimated $114K sold.

Truist Financial first reported a position in SVV in Q1 2024 and held it in 4 quarters. The position peaked at $319K in Q1 2024. 107 funds tracked by Wall St. Rank hold SVV as of Q1 2025.

  • Truist Financial reported no remaining Savers position as of Q1 2025 after selling out during the quarter.
  • Truist Financial sold 11,100 Savers shares in Q1 2025, an estimated $114K.
  • Truist Financial first reported a position in Savers in Q1 2024 and held it in 4 quarters.
  • Truist Financial's Savers position peaked at $319K in Q1 2024.
  • 107 funds tracked by Wall St. Rank held Savers as of Q1 2025.

Based on Truist Financial's 13F filing for Q1 2025, filed 29 Apr 2025.