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SVB Wealth’s Life Time Group Holdings LTH Stock Holding History

SVB Wealth’s Portfolio LTH Stock Details LTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,082
Closed -$335K – 1138
2025
Q1 		$335K Buy
+11,082
New +$325K 0.01% 250
2024
Q2 		– Sell
-11,082
Closed -$172K – 793
2024
Q1 		$172K Hold
11,082
– – ﹤0.01% 781
2023
Q4 		$300K Buy
+11,082
New +$159K 0.01% 629

Other funds holding LTH

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVB Wealth's LTH Position: Q2 2025 in Review

SVB Wealth sold out of Life Time Group Holdings (LTH) in Q2 2025, closing a stake of 11,082 shares — an estimated $335K sold.

SVB Wealth first reported a position in LTH in Q4 2023 and held it in 3 quarters. The position peaked at $335K in Q1 2025. 294 funds tracked by Wall St. Rank hold LTH as of Q2 2025.

  • SVB Wealth reported no remaining Life Time Group Holdings position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 11,082 Life Time Group Holdings shares in Q2 2025, an estimated $335K.
  • SVB Wealth first reported a position in Life Time Group Holdings in Q4 2023 and held it in 3 quarters.
  • SVB Wealth's Life Time Group Holdings position peaked at $335K in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Life Time Group Holdings as of Q2 2025.

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