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SVB Wealth’s Global Partners GLP Stock Holding History

SVB Wealth’s Portfolio GLP Stock Details GLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-534
Closed -$28.5K – 963
2025
Q1 		$28.5K Sell
534
-6,546
-92% -$354K ﹤0.01% 677
2024
Q4 		$330K Buy
+7,080
New +$351K 0.01% 529
2024
Q3 		– Sell
-8,044
Closed -$367K – 242
2024
Q2 		$367K Sell
8,044
-384
-5% -$17.7K 0.01% 503
2024
Q1 		$374K Buy
+8,428
New +$384K 0.01% 562
2023
Q4 		– Sell
-9,350
Closed -$330K – 906
2023
Q3 		$330K Sell
9,350
-524
-5% -$16.8K 0.01% 584
2023
Q2 		$303K Sell
9,874
-684
-6% -$20.8K 0.01% 672
2023
Q1 		$328K Sell
10,558
-24,664
-70% -$833K ﹤0.01% 683
2022
Q4 		$1.22M Buy
35,222
+3,322
+10% +$103K 0.02% 360
2022
Q3 		$789K Buy
31,900
+11,287
+55% +$303K 0.01% 417
2022
Q2 		$484K Buy
20,613
+157
+0.8% +$4.17K 0.01% 449
2022
Q1 		$558K Buy
20,456
+3,456
+20% +$91K 0.01% 432
2021
Q4 		$399K Sell
17,000
-36,330
-68% -$834K 0.01% 498
2021
Q3 		$1.13M Sell
53,330
-1,925
-3% -$43.4K 0.01% 367
2021
Q2 		$1.43M Buy
55,255
+6,600
+14% +$162K 0.02% 314
2021
Q1 		$1.04M Buy
48,655
+20,164
+71% +$406K 0.01% 342
2020
Q4 		$474K Buy
28,491
+15,069
+112% +$239K 0.01% 490
2020
Q3 		$176K Buy
+13,422
New +$158K ﹤0.01% 650

Other funds holding GLP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HP
Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

SVB Wealth's GLP Position: Q2 2025 in Review

SVB Wealth sold out of Global Partners (GLP) in Q2 2025, closing a stake of 534 shares — an estimated $28.5K sold.

SVB Wealth first reported a position in GLP in Q3 2020 and held it in 17 quarters. The position peaked at $1.43M in Q2 2021. 105 funds tracked by Wall St. Rank hold GLP as of Q2 2025.

  • SVB Wealth reported no remaining Global Partners position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 534 Global Partners shares in Q2 2025, an estimated $28.5K.
  • SVB Wealth first reported a position in Global Partners in Q3 2020 and held it in 17 quarters.
  • SVB Wealth's Global Partners position peaked at $1.43M in Q2 2021.
  • 105 funds tracked by Wall St. Rank held Global Partners as of Q2 2025.

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