SVB Wealth’s TC Energy TRP Stock Holding History

SVB Wealth’s Portfolio TRP Stock Details TRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,528	Closed	-$72.1K	–	1534
2025 Q1	$72.1K	Buy	+1,528	New	+$71.2K	﹤0.01%	465
2021 Q4	–	Sell	-4,996	Closed	-$240K	–	950
2021 Q3	$240K	Buy	4,996 +789	+19%	+$38.3K	﹤0.01%	855
2021 Q2	$208K	Buy	+4,207	New	+$210K	﹤0.01%	880

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

SVB Wealth's TRP Position: Q2 2025 in Review

SVB Wealth sold out of TC Energy (TRP) in Q2 2025, closing a stake of 1,528 shares — an estimated $72.1K sold.

SVB Wealth first reported a position in TRP in Q2 2021 and held it in 3 quarters. The position peaked at $240K in Q3 2021. 608 funds tracked by Wall St. Rank hold TRP as of Q2 2025.

SVB Wealth reported no remaining TC Energy position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,528 TC Energy shares in Q2 2025, an estimated $72.1K.
SVB Wealth first reported a position in TC Energy in Q2 2021 and held it in 3 quarters.
SVB Wealth's TC Energy position peaked at $240K in Q3 2021.
608 funds tracked by Wall St. Rank held TC Energy as of Q2 2025.

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