BONH
SIVB

Bank of New Hampshire’s SVB Financial Group SIVB Stock Holding History

Bank of New Hampshire’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
Q2 		– Sell
-101
Closed -$91 – 520
2023
Q1 		$91 Hold
101
– – ﹤0.01% 495
2022
Q4 		$23K Hold
101
– – 0.01% 379
2022
Q3 		$34K Hold
101
– – 0.01% 341
2022
Q2 		$40K Hold
101
– – 0.01% 330
2022
Q1 		$57K Buy
+101
New +$61.3K 0.01% 315

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Bank of New Hampshire's SIVB Position: Q2 2023 in Review

Bank of New Hampshire sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 101 shares — an estimated $91 sold.

Bank of New Hampshire first reported a position in SIVB in Q1 2022 and held it in 5 quarters. The position peaked at $57K in Q1 2022. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Bank of New Hampshire reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Bank of New Hampshire sold 101 SVB Financial Group shares in Q2 2023, an estimated $91.
  • Bank of New Hampshire first reported a position in SVB Financial Group in Q1 2022 and held it in 5 quarters.
  • Bank of New Hampshire's SVB Financial Group position peaked at $57K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Bank of New Hampshire's 13F filing for Q2 2023, filed 28 Jul 2023.