SVB Wealth’s CCC Intelligent Solutions CCC Stock Holding History

SVB Wealth’s Portfolio CCC Stock Details CCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,618	Closed	-$59.8K	–	713
2025 Q1	$59.8K	Buy	+6,618	New	+$68.7K	﹤0.01%	492

Other funds holding CCC

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

SVB Wealth's CCC Position: Q2 2025 in Review

SVB Wealth sold out of CCC Intelligent Solutions (CCC) in Q2 2025, closing a stake of 6,618 shares — an estimated $59.8K sold.

SVB Wealth first reported a position in CCC in Q1 2025 and held it in 1 quarter. The position peaked at $59.8K in Q1 2025. 337 funds tracked by Wall St. Rank hold CCC as of Q2 2025.

SVB Wealth reported no remaining CCC Intelligent Solutions position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 6,618 CCC Intelligent Solutions shares in Q2 2025, an estimated $59.8K.
SVB Wealth first reported a position in CCC Intelligent Solutions in Q1 2025 and held it in 1 quarter.
SVB Wealth's CCC Intelligent Solutions position peaked at $59.8K in Q1 2025.
337 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2025.

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