Banc Funds Company’s SVB Financial Group SIVB Stock Holding History

Banc Funds Company’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
2022 Q3	–	Sell	-2,027	Closed	-$801K	–	181
2022 Q2	$801K	Hold	2,027	–	–	0.07%	162
2022 Q1	$1.13M	Sell	2,027 -7,440	-79%	-$4.52M	0.09%	159
2021 Q4	$6.42M	Sell	9,467 -9,168	-49%	-$6.46M	0.48%	73
2021 Q3	$12.1M	Buy	+18,635	New	+$10.8M	0.92%	35
2015 Q1	–	Sell	-29,600	Closed	-$3.44M	–	298
2014 Q4	$3.44M	Hold	29,600	–	–	0.24%	113
2014 Q3	$3.32M	Sell	29,600 -38,000	-56%	-$4.22M	0.25%	108
2014 Q2	$7.88M	Hold	67,600	–	–	0.57%	53
2014 Q1	$8.71M	Sell	67,600 -3,000	-4%	-$351K	0.65%	50
2013 Q4	$7.4M	Hold	70,600	–	–	0.56%	59
2013 Q3	$6.1M	Hold	70,600	–	–	0.5%	64
2013 Q2	$5.88M	Buy	+70,600	New	+$5.16M	0.53%	62

Other funds holding SIVB

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Banc Funds Company's SIVB Position: Q3 2022 in Review

Banc Funds Company sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 2,027 shares — an estimated $801K sold.

Banc Funds Company first reported a position in SIVB in Q2 2013 and held it in 11 quarters. The position peaked at $12.1M in Q3 2021. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

Banc Funds Company reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
Banc Funds Company sold 2,027 SVB Financial Group shares in Q3 2022, an estimated $801K.
Banc Funds Company first reported a position in SVB Financial Group in Q2 2013 and held it in 11 quarters.
Banc Funds Company's SVB Financial Group position peaked at $12.1M in Q3 2021.
673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Banc Funds Company's 13F filing for Q3 2022, filed 14 Nov 2022.