BB
SIVB

Berkshire Bank’s SVB Financial Group SIVB Stock Holding History

Berkshire Bank’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
Q3 		– Sell
-3,414
Closed -$1.35M – 141
2022
Q2 		$1.35M Buy
3,414
+1,931
+130% +$910K 0.39% 57
2022
Q1 		$830K Buy
1,483
+398
+37% +$242K 0.2% 78
2021
Q4 		$736K Buy
1,085
+253
+30% +$178K 0.16% 84
2021
Q3 		$538K Buy
832
+86
+12% +$49.9K 0.13% 93
2021
Q2 		$415K Buy
+746
New +$414K 0.1% 105

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Bank's SIVB Position: Q3 2022 in Review

Berkshire Bank sold out of SVB Financial Group (SIVB) in Q3 2022, closing a stake of 3,414 shares — an estimated $1.35M sold.

Berkshire Bank first reported a position in SIVB in Q2 2021 and held it in 5 quarters. The position peaked at $1.35M in Q2 2022. 673 funds tracked by Wall St. Rank hold SIVB as of Q3 2022.

  • Berkshire Bank reported no remaining SVB Financial Group position as of Q3 2022 after selling out during the quarter.
  • Berkshire Bank sold 3,414 SVB Financial Group shares in Q3 2022, an estimated $1.35M.
  • Berkshire Bank first reported a position in SVB Financial Group in Q2 2021 and held it in 5 quarters.
  • Berkshire Bank's SVB Financial Group position peaked at $1.35M in Q2 2022.
  • 673 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2022.

Based on Berkshire Bank's 13F filing for Q3 2022, filed 7 Nov 2022.