Bank of Montreal
SIVB

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

Bank of Montreal’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
-70,352
Closed -$16.4M – 4497
2022
Q4 		$16.4M Sell
70,352
-48,875
-41% -$12.1M 0.01% 769
2022
Q3 		$41.1K Buy
119,227
+7,621
+7% +$3.07M 0.02% 426
2022
Q2 		$47K Sell
111,606
-8,065
-7% -$3.8M 0.02% 432
2022
Q1 		$67.9M Sell
119,671
-23,319
-16% -$14.2M 0.03% 366
2021
Q4 		$98.3M Sell
142,990
-275,116
-66% -$194M 0.05% 272
2021
Q3 		$276M Buy
418,106
+11,221
+3% +$6.51M 0.13% 144
2021
Q2 		$231M Buy
406,885
+3,384
+0.8% +$1.88M 0.11% 155
2021
Q1 		$198M Sell
403,501
-29,383
-7% -$14.5M 0.13% 137
2020
Q4 		$188M Buy
432,884
+28,725
+7% +$9.31M 0.12% 142
2020
Q3 		$103M Sell
404,159
-6,913
-2% -$1.63M 0.09% 188
2020
Q2 		$82.9M Buy
411,072
+19,304
+5% +$3.72M 0.08% 222
2020
Q1 		$56M Buy
391,768
+92,985
+31% +$20.5M 0.06% 248
2019
Q4 		$75M Buy
298,783
+16,664
+6% +$3.79M 0.06% 306
2019
Q3 		$59M Buy
282,119
+14,883
+6% +$3.12M 0.05% 309
2019
Q2 		$60M Sell
267,236
-6,625
-2% -$1.53M 0.05% 317
2019
Q1 		$60.9M Sell
273,861
-3,153
-1% -$734K 0.05% 296
2018
Q4 		$52.6M Sell
277,014
-37,347
-12% -$9.13M 0.05% 312
2018
Q3 		$97.7M Sell
314,361
-20,119
-6% -$6.35M 0.08% 235
2018
Q2 		$96.6M Buy
334,480
+3,274
+1% +$962K 0.08% 230
2018
Q1 		$79.5M Buy
331,206
+5,144
+2% +$1.29M 0.07% 256
2017
Q4 		$76.2M Buy
326,062
+26,664
+9% +$5.68M 0.07% 266
2017
Q3 		$56M Buy
299,398
+6,477
+2% +$1.14M 0.05% 309
2017
Q2 		$51.5M Sell
292,921
-5,928
-2% -$1.06M 0.05% 328
2017
Q1 		$55.6M Buy
298,849
+194,180
+186% +$35.3M 0.05% 287
2016
Q4 		$16.5M Sell
104,669
-31,606
-23% -$4.53M 0.02% 624
2016
Q3 		$15.1M Buy
136,275
+9,792
+8% +$1.02M 0.02% 651
2016
Q2 		$12M Buy
126,483
+3,843
+3% +$393K 0.01% 726
2016
Q1 		$12.5M Sell
122,640
-34,281
-22% -$3.32M 0.01% 648
2015
Q4 		$18.7M Sell
156,921
-79,500
-34% -$9.86M 0.02% 509
2015
Q3 		$27.3M Sell
236,421
-26,939
-10% -$3.61M 0.04% 367
2015
Q2 		$37.9M Buy
263,360
+60,536
+30% +$8.18M 0.04% 340
2015
Q1 		$25.8M Buy
202,824
+93,835
+86% +$11.2M 0.03% 430
2014
Q4 		$12.7M Buy
108,989
+102,900
+1,690% +$11.2M 0.01% 681
2014
Q3 		$682K Sell
6,089
-13
-0.2% -$1.44K ﹤0.01% 1947
2014
Q2 		$712K Sell
6,102
-478
-7% -$53.3K ﹤0.01% 1912
2014
Q1 		$848K Sell
6,580
-876
-12% -$102K ﹤0.01% 1758
2013
Q4 		$782K Sell
7,456
-3
-0% -$294 ﹤0.01% 1593
2013
Q3 		$644K Buy
7,459
+102
+1% +$8.81K ﹤0.01% 1680
2013
Q2 		$613K Buy
+7,357
New +$538K ﹤0.01% 1631

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 Montreal's SIVB Position: Q1 2023 in Review

Bank of Montreal sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 70,352 shares — an estimated $16.4M sold.

Bank of Montreal first reported a position in SIVB in Q2 2013 and held it in 39 quarters. The position peaked at $276M in Q3 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Bank of Montreal reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Bank of Montreal sold 70,352 SVB Financial Group shares in Q1 2023, an estimated $16.4M.
  • Bank of Montreal first reported a position in SVB Financial Group in Q2 2013 and held it in 39 quarters.
  • Bank of Montreal's SVB Financial Group position peaked at $276M in Q3 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Bank of Montreal's 13F filing for Q1 2023, filed 13 Jun 2024.