SVB Wealth’s FirstCash FCFS Stock Holding History

SVB Wealth’s Portfolio FCFS Stock Details FCFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4	Closed	-$481	–	905
2025 Q1	$481	Buy	+4	New	+$454	﹤0.01%	1407

Other funds holding FCFS

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

SVB Wealth's FCFS Position: Q2 2025 in Review

SVB Wealth sold out of FirstCash (FCFS) in Q2 2025, closing a stake of 4 shares — an estimated $481 sold.

SVB Wealth first reported a position in FCFS in Q1 2025 and held it in 1 quarter. The position peaked at $481 in Q1 2025. 388 funds tracked by Wall St. Rank hold FCFS as of Q2 2025.

SVB Wealth reported no remaining FirstCash position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 4 FirstCash shares in Q2 2025, an estimated $481.
SVB Wealth first reported a position in FirstCash in Q1 2025 and held it in 1 quarter.
SVB Wealth's FirstCash position peaked at $481 in Q1 2025.
388 funds tracked by Wall St. Rank held FirstCash as of Q2 2025.

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