WoodTrust Financial’s Savers SVV Stock Holding History

WoodTrust 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
2026 Q2	$313K	Hold	31,000	–	–	0.04%	150
2026 Q1	$231K	Buy	+31,000	New	+$296K	0.03%	162

Other funds holding SVV

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ACM

Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

WoodTrust Financial's SVV Position: Q2 2026 in Review

WoodTrust Financial held its Savers (SVV) position steady in Q2 2026 at 31,000 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #150.

WoodTrust Financial first reported a position in SVV in Q1 2026 and has held it in 2 quarters since. 150 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

WoodTrust Financial held 31,000 shares of Savers worth $313K as of Q2 2026.
WoodTrust Financial left its Savers share count unchanged in Q2 2026.
Savers made up 0.04% of WoodTrust Financial's portfolio in Q2 2026, its #150 holding.
WoodTrust Financial first reported a position in Savers in Q1 2026 and has held it in 2 quarters since.
150 funds tracked by Wall St. Rank held Savers as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.