Baird Financial Group
SIVB

Baird Financial Group’s SVB Financial Group SIVB Stock Holding History

Baird Financial Group’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,646
Closed -$4.06M – 1786
2022
Q4 		$4.06M Sell
17,646
-1,322
-7% -$328K 0.01% 633
2022
Q3 		$6.37M Buy
18,968
+2,327
+14% +$937K 0.02% 515
2022
Q2 		$6.57M Buy
16,641
+135
+0.8% +$63.6K 0.02% 525
2022
Q1 		$9.23M Buy
16,506
+1,015
+7% +$616K 0.02% 459
2021
Q4 		$10.5M Sell
15,491
-1,707
-10% -$1.2M 0.02% 426
2021
Q3 		$11.1M Buy
17,198
+3,578
+26% +$2.07M 0.03% 400
2021
Q2 		$7.58M Buy
13,620
+501
+4% +$278K 0.02% 484
2021
Q1 		$6.48M Sell
13,119
-4,928
-27% -$2.42M 0.02% 506
2020
Q4 		$7M Buy
18,047
+1,102
+7% +$357K 0.02% 458
2020
Q3 		$4.08M Buy
+16,945
New +$3.99M 0.01% 535
2020
Q2 		– Sell
-3,220
Closed -$486K – 1615
2020
Q1 		$486K Buy
3,220
+227
+8% +$50K ﹤0.01% 1071
2019
Q4 		$752K Buy
+2,993
New +$681K ﹤0.01% 1058
2019
Q3 		– Sell
-3,999
Closed -$899K – 1588
2019
Q2 		$899K Sell
3,999
-3,057
-43% -$707K ﹤0.01% 1029
2019
Q1 		$1.57M Sell
7,056
-436
-6% -$102K 0.01% 733
2018
Q4 		$1.42M Sell
7,492
-2,502
-25% -$612K 0.01% 711
2018
Q3 		$3.11M Sell
9,994
-1,814
-15% -$572K 0.02% 563
2018
Q2 		$3.41M Sell
11,808
-2,881
-20% -$846K 0.02% 518
2018
Q1 		$3.52M Buy
14,689
+912
+7% +$229K 0.02% 491
2017
Q4 		$3.22M Sell
13,777
-695
-5% -$148K 0.02% 508
2017
Q3 		$2.71M Sell
14,472
-355
-2% -$62.4K 0.02% 545
2017
Q2 		$2.61M Buy
14,827
+5,596
+61% +$1M 0.02% 539
2017
Q1 		$1.72M Buy
9,231
+2,083
+29% +$379K 0.01% 631
2016
Q4 		$1.23M Buy
7,148
+262
+4% +$37.6K 0.01% 702
2016
Q3 		$761K Sell
6,886
-11,339
-62% -$1.18M 0.01% 826
2016
Q2 		$1.74M Buy
+18,225
New +$1.86M 0.02% 588

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Baird Financial Group's SIVB Position: Q1 2023 in Review

Baird Financial Group sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 17,646 shares — an estimated $4.06M sold.

Baird Financial Group first reported a position in SIVB in Q2 2016 and held it in 25 quarters. The position peaked at $11.1M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Baird Financial Group reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Baird Financial Group sold 17,646 SVB Financial Group shares in Q1 2023, an estimated $4.06M.
  • Baird Financial Group first reported a position in SVB Financial Group in Q2 2016 and held it in 25 quarters.
  • Baird Financial Group's SVB Financial Group position peaked at $11.1M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.