Barclays
SIVB

Barclays’s SVB Financial Group SIVB Stock Holding History

Barclays’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
-59,800
Closed -$54.1K – 5358
2023
Q1 		$54.1K Buy
+59,800
New +$16.8M ﹤0.01% 4426
2020
Q2 		– Sell
-8,700
Closed -$1.31M – 6600
2020
Q1 		$1.31M Sell
8,700
-4,200
-33% -$924K ﹤0.01% 2683
2019
Q4 		$3.24M Sell
12,900
-4,800
-27% -$1.09M ﹤0.01% 2474
2019
Q3 		$3.7M Buy
17,700
+10,700
+153% +$2.24M ﹤0.01% 2139
2019
Q2 		$1.57M Sell
7,000
-2,300
-25% -$532K ﹤0.01% 3193
2019
Q1 		$2.07M Sell
9,300
-11,200
-55% -$2.61M ﹤0.01% 2538
2018
Q4 		$3.89M Buy
20,500
+19,100
+1,364% +$4.67M ﹤0.01% 1783
2018
Q3 		$435K Buy
1,400
+500
+56% +$158K ﹤0.01% 4391
2018
Q2 		$260K Sell
900
-7,400
-89% -$2.17M ﹤0.01% 4500
2018
Q1 		$1.99M Sell
8,300
-600
-7% -$151K ﹤0.01% 2464
2017
Q4 		$2.08M Buy
8,900
+6,300
+242% +$1.34M ﹤0.01% 2390
2017
Q3 		$486K Buy
2,600
+2,400
+1,200% +$422K ﹤0.01% 3657
2017
Q2 		$35K Sell
200
-3,300
-94% -$591K ﹤0.01% 5536
2017
Q1 		$651K Buy
3,500
+1,800
+106% +$327K ﹤0.01% 3142
2016
Q4 		$292K Sell
1,700
-1,400
-45% -$201K ﹤0.01% 3864
2016
Q3 		$343K Sell
3,100
-6,000
-66% -$625K ﹤0.01% 3544
2016
Q2 		$866K Buy
9,100
+1,800
+25% +$184K ﹤0.01% 2736
2016
Q1 		$745K Buy
7,300
+4,100
+128% +$397K ﹤0.01% 2784
2015
Q4 		$378K Sell
3,200
-7,600
-70% -$943K ﹤0.01% 3419
2015
Q3 		$1.24M Sell
10,800
-500
-4% -$67K ﹤0.01% 2516
2015
Q2 		$1.62M Buy
11,300
+11,200
+11,200% +$1.51M ﹤0.01% 2432
2015
Q1 		$13K Sell
100
-1,300
-93% -$155K ﹤0.01% 6099
2014
Q4 		$162K Sell
1,400
-600
-30% -$65.5K ﹤0.01% 4809
2014
Q3 		$224K Buy
2,000
+700
+54% +$77.7K ﹤0.01% 4649
2014
Q2 		$151K Buy
+1,300
New +$145K ﹤0.01% 5105
2014
Q1 		– Sell
-600
Closed -$62K – 7990
2013
Q4 		$62K Hold
600
– – ﹤0.01% 6038
2013
Q3 		$52K Sell
600
-5,200
-90% -$449K ﹤0.01% 6047
2013
Q2 		$483K Buy
+5,800
New +$424K ﹤0.01% 4243

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 $12.9B AUM 31.03% 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 $1.75B AUM 34.85% 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

Barclays's SIVB Position: Q2 2023 in Review

Barclays sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 39,055 shares — an estimated $35.3K sold.

Barclays first reported a position in SIVB in Q2 2013 and held it in 40 quarters. The position peaked at $106M in Q3 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Barclays reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Barclays sold 39,055 SVB Financial Group shares in Q2 2023, an estimated $35.3K.
  • Barclays first reported a position in SVB Financial Group in Q2 2013 and held it in 40 quarters.
  • Barclays's SVB Financial Group position peaked at $106M in Q3 2021.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Barclays's 13F filing for Q2 2023, filed 3 Aug 2023.