SW
CMBT

SVB Wealth’s CMB.TECH NV CMBT Stock Holding History

SVB Wealth’s Portfolio CMBT Stock Details CMBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-31
Closed -$281 – 1687
2025
Q1 		$281 Buy
+31
New +$314 ﹤0.01% 1452
2021
Q3 		– Sell
-33,902
Closed -$316K – 1056
2021
Q2 		$316K Sell
33,902
-16,445
-33% -$150K ﹤0.01% 740
2021
Q1 		$461K Buy
50,347
+21,127
+72% +$186K 0.01% 544
2020
Q4 		$233K Buy
+29,220
New +$239K ﹤0.01% 704

Other funds holding CMBT

UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $1.89B AUM 33.93% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

SVB Wealth's CMBT Position: Q2 2025 in Review

SVB Wealth sold out of CMB.TECH NV (CMBT) in Q2 2025, closing a stake of 31 shares — an estimated $281 sold.

SVB Wealth first reported a position in CMBT in Q4 2020 and held it in 4 quarters. The position peaked at $461K in Q1 2021. 45 funds tracked by Wall St. Rank hold CMBT as of Q2 2025.

  • SVB Wealth reported no remaining CMB.TECH NV position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 31 CMB.TECH NV shares in Q2 2025, an estimated $281.
  • SVB Wealth first reported a position in CMB.TECH NV in Q4 2020 and held it in 4 quarters.
  • SVB Wealth's CMB.TECH NV position peaked at $461K in Q1 2021.
  • 45 funds tracked by Wall St. Rank held CMB.TECH NV as of Q2 2025.

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