SVB Wealth’s DoubleVerify DV Stock Holding History

SVB Wealth’s Portfolio DV Stock Details DV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-218	Closed	-$2.92K	–	827
2025 Q1	$2.92K	Buy	+218	New	+$4.04K	﹤0.01%	1144

Other funds holding DV

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SVB Wealth's DV Position: Q2 2025 in Review

SVB Wealth sold out of DoubleVerify (DV) in Q2 2025, closing a stake of 218 shares — an estimated $2.92K sold.

SVB Wealth first reported a position in DV in Q1 2025 and held it in 1 quarter. The position peaked at $2.92K in Q1 2025. 316 funds tracked by Wall St. Rank hold DV as of Q2 2025.

SVB Wealth reported no remaining DoubleVerify position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 218 DoubleVerify shares in Q2 2025, an estimated $2.92K.
SVB Wealth first reported a position in DoubleVerify in Q1 2025 and held it in 1 quarter.
SVB Wealth's DoubleVerify position peaked at $2.92K in Q1 2025.
316 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2025.

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