SVB Wealth’s Insperity NSP Stock Holding History

SVB Wealth’s Portfolio NSP Stock Details NSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-52	Closed	-$4.64K	–	1220
2025 Q1	$4.64K	Buy	+52	New	+$4.32K	﹤0.01%	1042

Other funds holding NSP

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

SVB Wealth's NSP Position: Q2 2025 in Review

SVB Wealth sold out of Insperity (NSP) in Q2 2025, closing a stake of 52 shares — an estimated $4.64K sold.

SVB Wealth first reported a position in NSP in Q1 2025 and held it in 1 quarter. The position peaked at $4.64K in Q1 2025. 286 funds tracked by Wall St. Rank hold NSP as of Q2 2025.

SVB Wealth reported no remaining Insperity position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 52 Insperity shares in Q2 2025, an estimated $4.64K.
SVB Wealth first reported a position in Insperity in Q1 2025 and held it in 1 quarter.
SVB Wealth's Insperity position peaked at $4.64K in Q1 2025.
286 funds tracked by Wall St. Rank held Insperity as of Q2 2025.

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