SW
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SVB Wealth’s Adeia ADEA Stock Holding History

SVB Wealth’s Portfolio ADEA Stock Details ADEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-30,219
Closed -$399K – 445
2025
Q1 		$399K Sell
30,219
-12
-0% -$167 0.02% 225
2024
Q4 		$423K Buy
+30,231
New +$382K 0.01% 460
2024
Q3 		– Sell
-30,231
Closed -$338K – 28
2024
Q2 		$338K Sell
30,231
-73
-0.2% -$797 0.01% 529
2024
Q1 		$331K Hold
30,304
– – 0.01% 599
2023
Q4 		$375K Sell
30,304
-178
-0.6% -$1.72K 0.01% 563
2023
Q3 		$326K Buy
+30,482
New +$324K 0.01% 586

Other funds holding ADEA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.23B AUM 64.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return