SW
FMC icon

SVB Wealth’s FMC FMC Stock Holding History

SVB Wealth’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,755
Closed -$231K – 1585
2024
Q4 		$231K Buy
+4,755
New +$278K ﹤0.01% 636
2024
Q3 		– Sell
-5,458
Closed -$314K – 227
2024
Q2 		$314K Sell
5,458
-162
-3% -$9.68K 0.01% 550
2024
Q1 		$358K Sell
5,620
-192
-3% -$11.2K 0.01% 572
2023
Q4 		$366K Buy
+5,812
New +$337K 0.01% 569
2023
Q3 		– Sell
-2,344
Closed -$245K – 891
2023
Q2 		$245K Buy
2,344
+260
+12% +$29.2K ﹤0.01% 747
2023
Q1 		$255K Sell
2,084
-251
-11% -$31.6K ﹤0.01% 793
2022
Q4 		$291K Sell
2,335
-287
-11% -$35.2K ﹤0.01% 757
2022
Q3 		$278K Buy
+2,622
New +$283K ﹤0.01% 722
2022
Q2 		– Sell
-4,452
Closed -$585K – 788
2022
Q1 		$585K Buy
+4,452
New +$524K 0.01% 421

Other funds holding FMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Wealth's FMC Position: Q1 2025 in Review

SVB Wealth sold out of FMC (FMC) in Q1 2025, closing a stake of 4,755 shares — an estimated $231K sold.

SVB Wealth first reported a position in FMC in Q1 2022 and held it in 9 quarters. The position peaked at $585K in Q1 2022. 530 funds tracked by Wall St. Rank hold FMC as of Q1 2025.

  • SVB Wealth reported no remaining FMC position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 4,755 FMC shares in Q1 2025, an estimated $231K.
  • SVB Wealth first reported a position in FMC in Q1 2022 and held it in 9 quarters.
  • SVB Wealth's FMC position peaked at $585K in Q1 2022.
  • 530 funds tracked by Wall St. Rank held FMC as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.