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
2022
Q2 		– Sell
-10,000
Closed -$5.67M – 4660
2022
Q1 		$5.67M Buy
+10,000
New +$6.07M ﹤0.01% 1418
2021
Q2 		– Sell
-7,000
Closed -$3.43M – 5540
2021
Q1 		$3.43M Buy
+7,000
New +$3.44M ﹤0.01% 1530

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.