SVB Wealth’s StoneCo STNE Stock Holding History

SVB Wealth’s Portfolio STNE Stock Details STNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-294	Closed	-$3.08K	–	1489
2025 Q1	$3.08K	Buy	+294	New	+$2.77K	﹤0.01%	1132
2021 Q3	–	Sell	-4,641	Closed	-$311K	–	1045
2021 Q2	$311K	Buy	+4,641	New	+$301K	﹤0.01%	744

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

SVB Wealth's STNE Position: Q2 2025 in Review

SVB Wealth sold out of StoneCo (STNE) in Q2 2025, closing a stake of 294 shares — an estimated $3.08K sold.

SVB Wealth first reported a position in STNE in Q2 2021 and held it in 2 quarters. The position peaked at $311K in Q2 2021. 266 funds tracked by Wall St. Rank hold STNE as of Q2 2025.

SVB Wealth reported no remaining StoneCo position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 294 StoneCo shares in Q2 2025, an estimated $3.08K.
SVB Wealth first reported a position in StoneCo in Q2 2021 and held it in 2 quarters.
SVB Wealth's StoneCo position peaked at $311K in Q2 2021.
266 funds tracked by Wall St. Rank held StoneCo as of Q2 2025.

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