SW
NAB

SVB Wealth’s NATL AUSTRALIA BK LTD ADS5 NAB Stock Holding History

SVB Wealth’s Portfolio NAB Stock Details NAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-34,224
Closed -$392K – 1835
2024
Q4 		$392K Buy
+34,224
New +$392K 0.01% 483
2024
Q3 		– Sell
-37,542
Closed -$451K – 673
2024
Q2 		$451K Sell
37,542
-5,620
-13% -$67.4K 0.01% 439
2024
Q1 		$491K Sell
43,162
-264
-0.6% -$3K 0.01% 479
2023
Q4 		$453K Buy
43,426
+4,632
+12% +$48.3K 0.01% 506
2023
Q3 		$361K Buy
38,794
+8,891
+30% +$82.8K 0.01% 552
2023
Q2 		$262K Buy
29,903
+5,060
+20% +$44.4K ﹤0.01% 728
2023
Q1 		$229K Sell
24,843
-11,876
-32% -$110K ﹤0.01% 833
2022
Q4 		$373K Sell
36,719
-2,010
-5% -$20.4K 0.01% 652
2022
Q3 		$365K Buy
38,729
+27,605
+248% +$260K 0.01% 612
2022
Q2 		$104K Sell
11,124
-3,932
-26% -$36.8K ﹤0.01% 710
2022
Q1 		$180K Sell
15,056
-1,541
-9% -$18.4K ﹤0.01% 708
2021
Q4 		$175K Sell
16,597
-86,839
-84% -$916K ﹤0.01% 717
2021
Q3 		$1.03M Buy
103,436
+24,649
+31% +$245K 0.01% 383
2021
Q2 		$778K Buy
78,787
+53,009
+206% +$523K 0.01% 454
2021
Q1 		$256K Buy
25,778
+6,619
+35% +$65.7K ﹤0.01% 756
2020
Q4 		$167K Buy
19,159
+3,908
+26% +$34.1K ﹤0.01% 764
2020
Q3 		$97K Buy
15,251
+4,864
+47% +$30.9K ﹤0.01% 682
2020
Q2 		$65K Buy
+10,387
New +$65K ﹤0.01% 590

Other funds holding NAB

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
CP
Canopy Partners Cincinnati, Ohio $332M AUM 31.97% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

SVB Wealth's NAB Position: Q1 2025 in Review

SVB Wealth sold out of NATL AUSTRALIA BK LTD ADS5 (NAB) in Q1 2025, closing a stake of 34,224 shares — an estimated $392K sold.

SVB Wealth first reported a position in NAB in Q2 2020 and held it in 18 quarters. The position peaked at $1.03M in Q3 2021. 7 funds tracked by Wall St. Rank hold NAB as of Q1 2025.

  • SVB Wealth reported no remaining NATL AUSTRALIA BK LTD ADS5 position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 34,224 NATL AUSTRALIA BK LTD ADS5 shares in Q1 2025, an estimated $392K.
  • SVB Wealth first reported a position in NATL AUSTRALIA BK LTD ADS5 in Q2 2020 and held it in 18 quarters.
  • SVB Wealth's NATL AUSTRALIA BK LTD ADS5 position peaked at $1.03M in Q3 2021.
  • 7 funds tracked by Wall St. Rank held NATL AUSTRALIA BK LTD ADS5 as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.