Wellspring Financial Advisors’s ACV Auctions ACVA Stock Holding History

Wellspring Financial Advisors’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	$1.51M	Buy	210,541 +130,333	+162%	+$739K	0.1%	77
2026 Q1	$340K	Hold	80,208	–	–	0.03%	203
2025 Q4	$643K	Hold	80,208	–	–	0.05%	124
2025 Q3	$795K	Hold	80,208	–	–	0.07%	73
2025 Q2	$1.3M	Hold	80,208	–	–	0.13%	54
2025 Q1	$1.13M	Hold	80,208	–	–	0.13%	53
2024 Q4	$1.73M	Hold	80,208	–	–	0.18%	43
2024 Q3	$1.63M	Hold	80,208	–	–	0.19%	43
2024 Q2	$1.46M	Buy	+80,208	New	+$1.44M	0.2%	44

Other funds holding ACVA

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

OCPWS

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

CAM

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

YIH

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

CWP

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

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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DBA Trading Fort Lauderdale, Florida $199M AUM

Wellspring Financial Advisors's ACVA Position: Q2 2026 in Review

Wellspring Financial Advisors increased its ACV Auctions (ACVA) stake by 162% in Q2 2026, buying an estimated $739K and bringing the position to 210,541 shares worth $1.51M. The position accounts for 0.1% of the portfolio, ranked #77.

Wellspring Financial Advisors first reported a position in ACVA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q4 2024. 26 funds tracked by Wall St. Rank hold ACVA as of Q2 2026.

Wellspring Financial Advisors held 210,541 shares of ACV Auctions worth $1.51M as of Q2 2026.
Wellspring Financial Advisors bought 130,333 ACV Auctions shares in Q2 2026, an estimated $739K.
ACV Auctions made up 0.1% of Wellspring Financial Advisors's portfolio in Q2 2026, its #77 holding.
Wellspring Financial Advisors first reported a position in ACV Auctions in Q2 2024 and has held it in 9 quarters since.
Wellspring Financial Advisors's ACV Auctions position peaked at $1.73M in Q4 2024.
26 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.