Zurich Cantonal Bank
NVEE

Zurich Cantonal Bank’s NV5 Global NVEE Stock Holding History

Zurich Cantonal Bank’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,867
Closed -$274K – 2586
2025
Q2 		$274K Sell
11,867
-6,722
-36% -$135K ﹤0.01% 2001
2025
Q1 		$358K Hold
18,589
– – ﹤0.01% 1791
2024
Q4 		$350K Buy
18,589
+3,797
+26% +$83.3K ﹤0.01% 1843
2024
Q3 		$346K Hold
14,792
– – ﹤0.01% 1791
2024
Q2 		$344K Buy
14,792
+3,120
+27% +$72.8K ﹤0.01% 1751
2024
Q1 		$286K Hold
11,672
– – ﹤0.01% 1838
2023
Q4 		$324K Buy
11,672
+3,032
+35% +$77K ﹤0.01% 1796
2023
Q3 		$208K Hold
8,640
– – ﹤0.01% 1957
2023
Q2 		$239K Buy
8,640
+1,992
+30% +$48.9K ﹤0.01% 1806
2023
Q1 		$173K Hold
6,648
– – ﹤0.01% 1970
2022
Q4 		$220K Hold
6,648
– – ﹤0.01% 1762
2022
Q3 		$206K Hold
6,648
– – ﹤0.01% 1740
2022
Q2 		$194K Hold
6,648
– – ﹤0.01% 1809
2022
Q1 		$222K Buy
6,648
+32
+0.5% +$941 ﹤0.01% 1823
2021
Q4 		$228K Buy
6,616
+1,932
+41% +$55.6K ﹤0.01% 1983
2021
Q3 		$115K Hold
4,684
– – ﹤0.01% 2262
2021
Q2 		$111K Buy
4,684
+2,272
+94% +$51.6K ﹤0.01% 2165
2021
Q1 		$58K Hold
2,412
– – ﹤0.01% 2352
2020
Q4 		$48K Hold
2,412
– – ﹤0.01% 2445
2020
Q3 		$32K Hold
2,412
– – ﹤0.01% 2383
2020
Q2 		$31K Hold
2,412
– – ﹤0.01% 2355
2020
Q1 		$25K Hold
2,412
– – ﹤0.01% 2271
2019
Q4 		$30K Hold
2,412
– – ﹤0.01% 2383
2019
Q3 		$41K Hold
2,412
– – ﹤0.01% 2163
2019
Q2 		$49K Hold
2,412
– – ﹤0.01% 2073
2019
Q1 		$36K Buy
2,412
+732
+44% +$12.6K ﹤0.01% 2183
2018
Q4 		$25K Hold
1,680
– – ﹤0.01% 2372
2018
Q3 		$36K Buy
1,680
+404
+32% +$8.33K ﹤0.01% 2301
2018
Q2 		$22K Sell
1,276
-1,544
-55% -$24.1K ﹤0.01% 2415
2018
Q1 		$39K Buy
+2,820
New +$34.8K ﹤0.01% 2203

Other funds holding NVEE

KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Zurich Cantonal Bank's NVEE Position: Q3 2025 in Review

Zurich Cantonal Bank sold out of NV5 Global (NVEE) in Q3 2025, closing a stake of 11,867 shares — an estimated $274K sold.

Zurich Cantonal Bank first reported a position in NVEE in Q1 2018 and held it in 30 quarters. The position peaked at $358K in Q1 2025. 3 funds tracked by Wall St. Rank hold NVEE as of Q3 2025.

  • Zurich Cantonal Bank reported no remaining NV5 Global position as of Q3 2025 after selling out during the quarter.
  • Zurich Cantonal Bank sold 11,867 NV5 Global shares in Q3 2025, an estimated $274K.
  • Zurich Cantonal Bank first reported a position in NV5 Global in Q1 2018 and held it in 30 quarters.
  • Zurich Cantonal Bank's NV5 Global position peaked at $358K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held NV5 Global as of Q3 2025.

Based on Zurich Cantonal Bank's 13F filing for Q3 2025, filed 14 Nov 2025.