SVB Wealth’s HCI Group HCI Stock Holding History

SVB Wealth’s Portfolio HCI Stock Details HCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-75	Closed	-$11.2K	–	993
2025 Q1	$11.2K	Buy	+75	New	+$9.51K	﹤0.01%	864

Other funds holding HCI

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

KCM

Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return

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

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

SVB Wealth's HCI Position: Q2 2025 in Review

SVB Wealth sold out of HCI Group (HCI) in Q2 2025, closing a stake of 75 shares — an estimated $11.2K sold.

SVB Wealth first reported a position in HCI in Q1 2025 and held it in 1 quarter. The position peaked at $11.2K in Q1 2025. 253 funds tracked by Wall St. Rank hold HCI as of Q2 2025.

SVB Wealth reported no remaining HCI Group position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 75 HCI Group shares in Q2 2025, an estimated $11.2K.
SVB Wealth first reported a position in HCI Group in Q1 2025 and held it in 1 quarter.
SVB Wealth's HCI Group position peaked at $11.2K in Q1 2025.
253 funds tracked by Wall St. Rank held HCI Group as of Q2 2025.

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