SVB Wealth’s Scully Royalty SRL Stock Holding History

SVB Wealth’s Portfolio SRL Stock Details SRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-22,455	Closed	-$182K	–	1473
2025 Q1	$182K	Hold	22,455	–	–	0.01%	322
2024 Q4	$208K	Buy	+22,455	New	+$171K	﹤0.01%	674

Other funds holding SRL

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FCMT

Founders Capital Management (Texas) Houston, Texas $205M AUM 41.7% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SVB Wealth's SRL Position: Q2 2025 in Review

SVB Wealth sold out of Scully Royalty (SRL) in Q2 2025, closing a stake of 22,455 shares — an estimated $182K sold.

SVB Wealth first reported a position in SRL in Q4 2024 and held it in 2 quarters. The position peaked at $208K in Q4 2024. 13 funds tracked by Wall St. Rank hold SRL as of Q2 2025.

SVB Wealth reported no remaining Scully Royalty position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 22,455 Scully Royalty shares in Q2 2025, an estimated $182K.
SVB Wealth first reported a position in Scully Royalty in Q4 2024 and held it in 2 quarters.
SVB Wealth's Scully Royalty position peaked at $208K in Q4 2024.
13 funds tracked by Wall St. Rank held Scully Royalty as of Q2 2025.

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