SVB Wealth’s GMS Inc GMS Stock Holding History

SVB Wealth’s Portfolio GMS Stock Details GMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-68	Closed	-$4.98K	–	966
2025 Q1	$4.98K	Buy	+68	New	+$5.42K	﹤0.01%	1030

Other funds holding GMS

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

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

SVB Wealth's GMS Position: Q2 2025 in Review

SVB Wealth sold out of GMS Inc (GMS) in Q2 2025, closing a stake of 68 shares — an estimated $4.98K sold.

SVB Wealth first reported a position in GMS in Q1 2025 and held it in 1 quarter. The position peaked at $4.98K in Q1 2025. 313 funds tracked by Wall St. Rank hold GMS as of Q2 2025.

SVB Wealth reported no remaining GMS Inc position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 68 GMS Inc shares in Q2 2025, an estimated $4.98K.
SVB Wealth first reported a position in GMS Inc in Q1 2025 and held it in 1 quarter.
SVB Wealth's GMS Inc position peaked at $4.98K in Q1 2025.
313 funds tracked by Wall St. Rank held GMS Inc as of Q2 2025.

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