WPA
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Wealth Preservation Advisors’s Savers SVV Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-84
Closed -$625 – 840
2026
Q1 		$625 Buy
+84
New +$803 ﹤0.01% 748

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

Wealth Preservation Advisors's SVV Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Savers (SVV) in Q2 2026, closing a stake of 84 shares — an estimated $625 sold.

Wealth Preservation Advisors first reported a position in SVV in Q1 2026 and held it in 1 quarter. The position peaked at $625 in Q1 2026. 149 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Savers position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 84 Savers shares in Q2 2026, an estimated $625.
  • Wealth Preservation Advisors first reported a position in Savers in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Savers position peaked at $625 in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.