SW
AV

SVB Wealth’s Aviva Plc AV Stock Holding History

SVB Wealth’s Portfolio AV Stock Details AV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,021
Closed -$130K – 1840
2024
Q4 		$130K Buy
+11,021
New +$130K ﹤0.01% 702
2024
Q3 		– Sell
-10,236
Closed -$125K – 679
2024
Q2 		$125K Sell
10,236
-1,512
-13% -$18.4K ﹤0.01% 704
2024
Q1 		$149K Sell
11,748
-168
-1% -$2.13K ﹤0.01% 794
2023
Q4 		$131K Buy
11,916
+1,858
+18% +$20.4K ﹤0.01% 816
2023
Q3 		$97.2K Buy
+10,058
New +$97.2K ﹤0.01% 809
2023
Q1 		– Sell
-11,101
Closed -$119K – 1101
2022
Q4 		$119K Buy
+11,101
New +$119K ﹤0.01% 959
2022
Q3 		– Sell
-11,302
Closed -$111K – 1028
2022
Q2 		$111K Buy
+11,302
New +$111K ﹤0.01% 702
2021
Q3 		– Sell
-18,732
Closed -$210K – 1067
2021
Q2 		$210K Sell
18,732
-53,941
-74% -$605K ﹤0.01% 877
2021
Q1 		$819K Buy
72,673
+5,315
+8% +$59.9K 0.01% 393
2020
Q4 		$599K Buy
67,358
+20,389
+43% +$181K 0.01% 425
2020
Q3 		$347K Buy
46,969
+6,663
+17% +$49.2K 0.01% 490
2020
Q2 		$273K Buy
+40,306
New +$273K 0.01% 477

Other funds holding AV

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

SVB Wealth's AV Position: Q1 2025 in Review

SVB Wealth sold out of Aviva Plc (AV) in Q1 2025, closing a stake of 11,021 shares — an estimated $130K sold.

SVB Wealth first reported a position in AV in Q2 2020 and held it in 12 quarters. The position peaked at $819K in Q1 2021. 5 funds tracked by Wall St. Rank hold AV as of Q1 2025.

  • SVB Wealth reported no remaining Aviva Plc position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 11,021 Aviva Plc shares in Q1 2025, an estimated $130K.
  • SVB Wealth first reported a position in Aviva Plc in Q2 2020 and held it in 12 quarters.
  • SVB Wealth's Aviva Plc position peaked at $819K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Aviva Plc as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.