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SVB Wealth’s Dole DOLE Stock Holding History

SVB Wealth’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-170
Closed -$2.46K – 817
2025
Q1 		$2.46K Buy
+170
New +$2.35K ﹤0.01% 1191

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

SVB Wealth's DOLE Position: Q2 2025 in Review

SVB Wealth sold out of Dole (DOLE) in Q2 2025, closing a stake of 170 shares — an estimated $2.46K sold.

SVB Wealth first reported a position in DOLE in Q1 2025 and held it in 1 quarter. The position peaked at $2.46K in Q1 2025. 185 funds tracked by Wall St. Rank hold DOLE as of Q2 2025.

  • SVB Wealth reported no remaining Dole position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 170 Dole shares in Q2 2025, an estimated $2.46K.
  • SVB Wealth first reported a position in Dole in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Dole position peaked at $2.46K in Q1 2025.
  • 185 funds tracked by Wall St. Rank held Dole as of Q2 2025.

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