SVB Wealth’s Grand Canyon Education LOPE Stock Holding History

SVB Wealth’s Portfolio LOPE Stock Details LOPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-153	Closed	-$26.5K	–	1132
2025 Q1	$26.5K	Buy	+153	New	+$26.6K	﹤0.01%	696

Other funds holding LOPE

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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SVB Wealth's LOPE Position: Q2 2025 in Review

SVB Wealth sold out of Grand Canyon Education (LOPE) in Q2 2025, closing a stake of 153 shares — an estimated $26.5K sold.

SVB Wealth first reported a position in LOPE in Q1 2025 and held it in 1 quarter. The position peaked at $26.5K in Q1 2025. 473 funds tracked by Wall St. Rank hold LOPE as of Q2 2025.

SVB Wealth reported no remaining Grand Canyon Education position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 153 Grand Canyon Education shares in Q2 2025, an estimated $26.5K.
SVB Wealth first reported a position in Grand Canyon Education in Q1 2025 and held it in 1 quarter.
SVB Wealth's Grand Canyon Education position peaked at $26.5K in Q1 2025.
473 funds tracked by Wall St. Rank held Grand Canyon Education as of Q2 2025.

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