SVB Wealth’s NV5 Global NVEE Stock Holding History

SVB Wealth’s Portfolio NVEE Stock Details NVEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-418	Closed	-$8.05K	–	1231
2025 Q1	$8.05K	Buy	+418	New	+$7.65K	﹤0.01%	934

Other funds holding NVEE

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

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

SVB Wealth's NVEE Position: Q2 2025 in Review

SVB Wealth sold out of NV5 Global (NVEE) in Q2 2025, closing a stake of 418 shares — an estimated $8.05K sold.

SVB Wealth first reported a position in NVEE in Q1 2025 and held it in 1 quarter. The position peaked at $8.05K in Q1 2025. 238 funds tracked by Wall St. Rank hold NVEE as of Q2 2025.

SVB Wealth reported no remaining NV5 Global position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 418 NV5 Global shares in Q2 2025, an estimated $8.05K.
SVB Wealth first reported a position in NV5 Global in Q1 2025 and held it in 1 quarter.
SVB Wealth's NV5 Global position peaked at $8.05K in Q1 2025.
238 funds tracked by Wall St. Rank held NV5 Global as of Q2 2025.

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