SW
NOV icon

SVB Wealth’s NOV NOV Stock Holding History

SVB Wealth’s Portfolio NOV Stock Details NOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-473
Closed -$7.2K – 1215
2025
Q1 		$7.2K Buy
+473
New +$7.08K ﹤0.01% 952
2016
Q3 		– Sell
-6,908
Closed -$232K – 532
2016
Q2 		$232K Sell
6,908
-18,334
-73% -$589K 0.01% 465
2016
Q1 		$785K Sell
25,242
-1,696
-6% -$51.8K 0.03% 289
2015
Q4 		$902K Sell
26,938
-4,080
-13% -$152K 0.04% 281
2015
Q3 		$1.17M Sell
31,018
-4,019
-11% -$164K 0.05% 271
2015
Q2 		$1.69M Sell
35,037
-544
-2% -$28K 0.06% 259
2015
Q1 		$1.78M Buy
35,581
+69
+0.2% +$3.74K 0.06% 250
2014
Q4 		$2.33M Buy
+35,512
New +$2.47M 0.08% 219

Other funds holding NOV

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return