SVB Wealth’s LCI Industries LCII Stock Holding History

SVB Wealth’s Portfolio LCII Stock Details LCII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-316	Closed	-$27.6K	–	1115
2025 Q1	$27.6K	Buy	+316	New	+$31.7K	﹤0.01%	688

Other funds holding LCII

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SVB Wealth's LCII Position: Q2 2025 in Review

SVB Wealth sold out of LCI Industries (LCII) in Q2 2025, closing a stake of 316 shares — an estimated $27.6K sold.

SVB Wealth first reported a position in LCII in Q1 2025 and held it in 1 quarter. The position peaked at $27.6K in Q1 2025. 324 funds tracked by Wall St. Rank hold LCII as of Q2 2025.

SVB Wealth reported no remaining LCI Industries position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 316 LCI Industries shares in Q2 2025, an estimated $27.6K.
SVB Wealth first reported a position in LCI Industries in Q1 2025 and held it in 1 quarter.
SVB Wealth's LCI Industries position peaked at $27.6K in Q1 2025.
324 funds tracked by Wall St. Rank held LCI Industries as of Q2 2025.

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