SVB Wealth’s Malibu Boats MBUU Stock Holding History

SVB Wealth’s Portfolio MBUU Stock Details MBUU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6	Closed	-$184	–	1148
2025 Q1	$184	Buy	+6	New	+$207	﹤0.01%	1475

Other funds holding MBUU

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TLM

Twin Lions Management Stamford, Connecticut $165M AUM 10.42% 1-Year Est. Return

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

LHC

Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return

SVB Wealth's MBUU Position: Q2 2025 in Review

SVB Wealth sold out of Malibu Boats (MBUU) in Q2 2025, closing a stake of 6 shares — an estimated $184 sold.

SVB Wealth first reported a position in MBUU in Q1 2025 and held it in 1 quarter. The position peaked at $184 in Q1 2025. 147 funds tracked by Wall St. Rank hold MBUU as of Q2 2025.

SVB Wealth reported no remaining Malibu Boats position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 6 Malibu Boats shares in Q2 2025, an estimated $184.
SVB Wealth first reported a position in Malibu Boats in Q1 2025 and held it in 1 quarter.
SVB Wealth's Malibu Boats position peaked at $184 in Q1 2025.
147 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2025.

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