SAGESPRING WEALTH PARTNERS, LLC has added 31,672 shares of $SHV to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $SHV.
$SHV Hedge Fund Activity
We have seen 338 institutional investors add shares of $SHV stock to their portfolio, and 354 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ASSETMARK, INC added 2,530,659 shares (+343.5%) to their portfolio in Q3 2026, for an estimated $279,182,300
- MARKS WEALTH, LLC removed 1,401,536 shares (-64.9%) from their portfolio in Q2 2026, for an estimated $154,659,497
- JPMORGAN CHASE & CO added 1,380,764 shares (+inf%) to their portfolio in Q2 2026, for an estimated $152,367,307
- WELLS FARGO & COMPANY/MN removed 590,757 shares (-11.3%) from their portfolio in Q2 2026, for an estimated $65,190,034
- LPL FINANCIAL LLC added 562,554 shares (+16.7%) to their portfolio in Q2 2026, for an estimated $62,077,833
- FIL LTD removed 513,255 shares (-51.6%) from their portfolio in Q2 2026, for an estimated $56,637,689
- ARAX ADVISORY PARTNERS added 493,482 shares (+22461.6%) to their portfolio in Q2 2026, for an estimated $54,455,738
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $SHV ticker page for more data.
