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
2020
Q2 		– Sell
-11,900
Closed -$1.8M – 6601
2020
Q1 		$1.8M Buy
11,900
+500
+4% +$110K ﹤0.01% 2387
2019
Q4 		$2.86M Sell
11,400
-11,400
-50% -$2.59M ﹤0.01% 2621
2019
Q3 		$4.76M Buy
22,800
+8,600
+61% +$1.8M ﹤0.01% 1895
2019
Q2 		$3.19M Buy
14,200
+12,400
+689% +$2.87M ﹤0.01% 2357
2019
Q1 		$400K Sell
1,800
-7,900
-81% -$1.84M ﹤0.01% 4306
2018
Q4 		$1.84M Buy
9,700
+4,800
+98% +$1.17M ﹤0.01% 2486
2018
Q3 		$1.52M Sell
4,900
-2,000
-29% -$631K ﹤0.01% 3207
2018
Q2 		$1.99M Sell
6,900
-1,700
-20% -$499K ﹤0.01% 2591
2018
Q1 		$2.06M Buy
8,600
+2,400
+39% +$602K ﹤0.01% 2422
2017
Q4 		$1.45M Buy
6,200
+4,700
+313% +$1M ﹤0.01% 2750
2017
Q3 		$281K Sell
1,500
-2,900
-66% -$510K ﹤0.01% 4140
2017
Q2 		$773K Buy
4,400
+200
+5% +$35.8K ﹤0.01% 3105
2017
Q1 		$782K Buy
4,200
+1,000
+31% +$182K ﹤0.01% 2955
2016
Q4 		$549K Sell
3,200
-1,000
-24% -$143K ﹤0.01% 3287
2016
Q3 		$464K Sell
4,200
-23,500
-85% -$2.45M ﹤0.01% 3305
2016
Q2 		$2.64M Sell
27,700
-20,500
-43% -$2.1M ﹤0.01% 1786
2016
Q1 		$4.92M Buy
48,200
+38,000
+373% +$3.68M 0.01% 1183
2015
Q4 		$1.2M Buy
10,200
+3,400
+50% +$422K ﹤0.01% 2439
2015
Q3 		$782K Sell
6,800
-300
-4% -$40.2K ﹤0.01% 2962
2015
Q2 		$1.01M Buy
7,100
+4,700
+196% +$635K ﹤0.01% 2870
2015
Q1 		$305K Buy
2,400
+1,700
+243% +$203K ﹤0.01% 4023
2014
Q4 		$81K Sell
700
-3,900
-85% -$425K ﹤0.01% 5369
2014
Q3 		$515K Buy
4,600
+1,700
+59% +$189K ﹤0.01% 3924
2014
Q2 		$336K Buy
+2,900
New +$323K ﹤0.01% 4351
2014
Q1 		– Sell
-1,400
Closed -$146K – 7991
2013
Q4 		$146K Buy
1,400
+100
+8% +$9.79K ﹤0.01% 5309
2013
Q3 		$112K Buy
+1,300
New +$112K ﹤0.01% 5538

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.