SVB Wealth’s NCR Voyix VYX Stock Holding History

SVB Wealth’s Portfolio VYX Stock Details VYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-24	Closed	-$234	–	1615
2025 Q1	$234	Buy	+24	New	+$282	﹤0.01%	1465

Other funds holding VYX

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

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

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

SVB Wealth's VYX Position: Q2 2025 in Review

SVB Wealth sold out of NCR Voyix (VYX) in Q2 2025, closing a stake of 24 shares — an estimated $234 sold.

SVB Wealth first reported a position in VYX in Q1 2025 and held it in 1 quarter. The position peaked at $234 in Q1 2025. 284 funds tracked by Wall St. Rank hold VYX as of Q2 2025.

SVB Wealth reported no remaining NCR Voyix position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 24 NCR Voyix shares in Q2 2025, an estimated $234.
SVB Wealth first reported a position in NCR Voyix in Q1 2025 and held it in 1 quarter.
SVB Wealth's NCR Voyix position peaked at $234 in Q1 2025.
284 funds tracked by Wall St. Rank held NCR Voyix as of Q2 2025.

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