BOM
SIVB

Bank of Marin’s SVB Financial Group SIVB Stock Holding History

Bank of Marin’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
-1,772
Closed -$408K – 129
2022
Q4 		$408K Buy
1,772
+310
+21% +$77K 0.38% 80
2022
Q3 		$491K Buy
1,462
+75
+5% +$30.2K 0.48% 73
2022
Q2 		$548K Buy
1,387
+168
+14% +$79.1K 0.48% 72
2022
Q1 		$682K Buy
1,219
+307
+34% +$186K 0.5% 69
2021
Q4 		$619K Hold
912
– – 0.41% 76
2021
Q3 		$590K Buy
912
+35
+4% +$20.3K 0.43% 76
2021
Q2 		$488K Hold
877
– – 0.36% 88
2021
Q1 		$433K Sell
877
-258
-23% -$127K 0.34% 96
2020
Q4 		$440K Buy
1,135
+16
+1% +$5.18K 0.37% 86
2020
Q3 		$269K Sell
1,119
-97
-8% -$22.8K 0.28% 101
2020
Q2 		$262K Sell
1,216
-665
-35% -$128K 0.3% 98
2020
Q1 		$284K Buy
1,881
+368
+24% +$81K 0.39% 88
2019
Q4 		$380K Buy
+1,513
New +$344K 0.38% 87

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 $1.25B AUM 41.83% 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

Bank of Marin's SIVB Position: Q1 2023 in Review

Bank of Marin sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,772 shares — an estimated $408K sold.

Bank of Marin first reported a position in SIVB in Q4 2019 and held it in 13 quarters. The position peaked at $682K in Q1 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Bank of Marin reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Bank of Marin sold 1,772 SVB Financial Group shares in Q1 2023, an estimated $408K.
  • Bank of Marin first reported a position in SVB Financial Group in Q4 2019 and held it in 13 quarters.
  • Bank of Marin's SVB Financial Group position peaked at $682K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Bank of Marin's 13F filing for Q1 2023, filed 5 May 2023.