SVB Wealth’s Smartbird Inc BIRD Stock Holding History

SVB Wealth’s Portfolio BIRD Stock Details BIRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15	Closed	-$97	–	647
2025 Q1	$97	Buy	+15	New	+$97	﹤0.01%	1500

Other funds holding BIRD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TGM

Tenzing Global Management San Francisco, California $121M AUM 85.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIM

Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SVB Wealth's BIRD Position: Q2 2025 in Review

SVB Wealth sold out of Smartbird Inc (BIRD) in Q2 2025, closing a stake of 15 shares — an estimated $97 sold.

SVB Wealth first reported a position in BIRD in Q1 2025 and held it in 1 quarter. The position peaked at $97 in Q1 2025. 43 funds tracked by Wall St. Rank hold BIRD as of Q2 2025.

SVB Wealth reported no remaining Smartbird Inc position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 15 Smartbird Inc shares in Q2 2025, an estimated $97.
SVB Wealth first reported a position in Smartbird Inc in Q1 2025 and held it in 1 quarter.
SVB Wealth's Smartbird Inc position peaked at $97 in Q1 2025.
43 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.