SVB Wealth’s Lemonade LMND Stock Holding History

SVB Wealth’s Portfolio LMND Stock Details LMND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-814	Closed	-$25.6K	–	1127
2025 Q1	$25.6K	Buy	+814	New	+$28K	﹤0.01%	707

Other funds holding LMND

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

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth's LMND Position: Q2 2025 in Review

SVB Wealth sold out of Lemonade (LMND) in Q2 2025, closing a stake of 814 shares — an estimated $25.6K sold.

SVB Wealth first reported a position in LMND in Q1 2025 and held it in 1 quarter. The position peaked at $25.6K in Q1 2025. 277 funds tracked by Wall St. Rank hold LMND as of Q2 2025.

SVB Wealth reported no remaining Lemonade position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 814 Lemonade shares in Q2 2025, an estimated $25.6K.
SVB Wealth first reported a position in Lemonade in Q1 2025 and held it in 1 quarter.
SVB Wealth's Lemonade position peaked at $25.6K in Q1 2025.
277 funds tracked by Wall St. Rank held Lemonade as of Q2 2025.

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