SVB Wealth’s Zillow Z Stock Holding History

SVB Wealth’s Portfolio Z Stock Details Z Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,161	Closed	-$285K	–	1661
2025 Q1	$285K	Buy	4,161 +14	+0.3%	+$1.07K	0.01%	268
2024 Q4	$307K	Buy	+4,147	New	+$296K	0.01%	548
2024 Q2	–	Sell	-8,049	Closed	-$393K	–	837
2024 Q1	$393K	Buy	+8,049	New	+$438K	0.01%	551

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SVB Wealth's Z Position: Q2 2025 in Review

SVB Wealth sold out of Zillow (Z) in Q2 2025, closing a stake of 4,161 shares — an estimated $285K sold.

SVB Wealth first reported a position in Z in Q1 2024 and held it in 3 quarters. The position peaked at $393K in Q1 2024. 480 funds tracked by Wall St. Rank hold Z as of Q2 2025.

SVB Wealth reported no remaining Zillow position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 4,161 Zillow shares in Q2 2025, an estimated $285K.
SVB Wealth first reported a position in Zillow in Q1 2024 and held it in 3 quarters.
SVB Wealth's Zillow position peaked at $393K in Q1 2024.
480 funds tracked by Wall St. Rank held Zillow as of Q2 2025.

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