SVB Wealth’s Bentley Systems BSY Stock Holding History

SVB Wealth’s Portfolio BSY Stock Details BSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-140	Closed	-$5.51K	–	691
2025 Q1	$5.51K	Buy	+140	New	+$6.25K	﹤0.01%	1004

Other funds holding BSY

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

SVB Wealth's BSY Position: Q2 2025 in Review

SVB Wealth sold out of Bentley Systems (BSY) in Q2 2025, closing a stake of 140 shares — an estimated $5.51K sold.

SVB Wealth first reported a position in BSY in Q1 2025 and held it in 1 quarter. The position peaked at $5.51K in Q1 2025. 454 funds tracked by Wall St. Rank hold BSY as of Q2 2025.

SVB Wealth reported no remaining Bentley Systems position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 140 Bentley Systems shares in Q2 2025, an estimated $5.51K.
SVB Wealth first reported a position in Bentley Systems in Q1 2025 and held it in 1 quarter.
SVB Wealth's Bentley Systems position peaked at $5.51K in Q1 2025.
454 funds tracked by Wall St. Rank held Bentley Systems as of Q2 2025.

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