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SVB Wealth’s LG Display LPL Stock Holding History

SVB Wealth’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1
Closed -$3 – 1134
2025
Q1 		$3 Buy
+1
New +$3 ﹤0.01% 1514
2022
Q1 		– Sell
-10,687
Closed -$108K – 823
2021
Q4 		$108K Sell
10,687
-46,836
-81% -$403K ﹤0.01% 734
2021
Q3 		$457K Buy
+57,523
New +$530K 0.01% 630

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SVB Wealth's LPL Position: Q2 2025 in Review

SVB Wealth sold out of LG Display (LPL) in Q2 2025, closing a stake of 1 share — an estimated $3 sold.

SVB Wealth first reported a position in LPL in Q3 2021 and held it in 3 quarters. The position peaked at $457K in Q3 2021. 95 funds tracked by Wall St. Rank hold LPL as of Q2 2025.

  • SVB Wealth reported no remaining LG Display position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1 LG Display share in Q2 2025, an estimated $3.
  • SVB Wealth first reported a position in LG Display in Q3 2021 and held it in 3 quarters.
  • SVB Wealth's LG Display position peaked at $457K in Q3 2021.
  • 95 funds tracked by Wall St. Rank held LG Display as of Q2 2025.

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