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SVB Wealth’s Jones Lang LaSalle JLL Stock Holding History

SVB Wealth’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-154
Closed -$38.2K – 1073
2025
Q1 		$38.2K Buy
+154
New +$40.5K ﹤0.01% 599
2023
Q2 		– Sell
-1,792
Closed -$261K – 964
2023
Q1 		$261K Buy
1,792
+366
+26% +$61K ﹤0.01% 782
2022
Q4 		$227K Sell
1,426
-268
-16% -$42.7K ﹤0.01% 868
2022
Q3 		$256K Buy
+1,694
New +$295K ﹤0.01% 748

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Wealth's JLL Position: Q2 2025 in Review

SVB Wealth sold out of Jones Lang LaSalle (JLL) in Q2 2025, closing a stake of 154 shares — an estimated $38.2K sold.

SVB Wealth first reported a position in JLL in Q3 2022 and held it in 4 quarters. The position peaked at $261K in Q1 2023. 544 funds tracked by Wall St. Rank hold JLL as of Q2 2025.

  • SVB Wealth reported no remaining Jones Lang LaSalle position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 154 Jones Lang LaSalle shares in Q2 2025, an estimated $38.2K.
  • SVB Wealth first reported a position in Jones Lang LaSalle in Q3 2022 and held it in 4 quarters.
  • SVB Wealth's Jones Lang LaSalle position peaked at $261K in Q1 2023.
  • 544 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2025.

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