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SVB Wealth’s Q2 Holdings QTWO Stock Holding History

SVB Wealth’s Portfolio QTWO Stock Details QTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-722
Closed -$57.8K – 1353
2025
Q1 		$57.8K Buy
+722
New +$63.7K ﹤0.01% 505

Other funds holding QTWO

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SVB Wealth's QTWO Position: Q2 2025 in Review

SVB Wealth sold out of Q2 Holdings (QTWO) in Q2 2025, closing a stake of 722 shares — an estimated $57.8K sold.

SVB Wealth first reported a position in QTWO in Q1 2025 and held it in 1 quarter. The position peaked at $57.8K in Q1 2025. 328 funds tracked by Wall St. Rank hold QTWO as of Q2 2025.

  • SVB Wealth reported no remaining Q2 Holdings position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 722 Q2 Holdings shares in Q2 2025, an estimated $57.8K.
  • SVB Wealth first reported a position in Q2 Holdings in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's Q2 Holdings position peaked at $57.8K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2025.

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